Getting Ready for a Successful 2008!
The Holiday Season often signals a slowdown in sales. Appointments are more difficult to obtain. Buying decisions are often postponed due to additional expenses for gifts and travel.
This is an ideal time for financial services professionals to retool and be ready for a “Great ‘08.”
• Analyze activity for the past year, look for trends, and plan for these patterns next year
• Set Annual, Quarterly and Weekly goals with measurable results
• Make a list of new ideas to help your business and incorporate as many as possible
• Who are your Top 20 customers? Why not send a special Thank You note to let them know how important they are to your business and how you appreciate serving their needs?
“Earners and Learners” – plan now to complete your educational requirements for the coming year and select topics that are relevant to your business. 360training is your educational partner and brings you current and effective training at the click of a mouse. Please go to http://www.learninsurance.com/ for all of your CE needs.
This is an ideal time for financial services professionals to retool and be ready for a “Great ‘08.”
• Analyze activity for the past year, look for trends, and plan for these patterns next year
• Set Annual, Quarterly and Weekly goals with measurable results
• Make a list of new ideas to help your business and incorporate as many as possible
• Who are your Top 20 customers? Why not send a special Thank You note to let them know how important they are to your business and how you appreciate serving their needs?
“Earners and Learners” – plan now to complete your educational requirements for the coming year and select topics that are relevant to your business. 360training is your educational partner and brings you current and effective training at the click of a mouse. Please go to http://www.learninsurance.com/ for all of your CE needs.
posted by 360training at
8:54 AM
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