| Passion |
A very strong internal belief in something.
- You must be passionate about the financial services business.
- WHY? The financial services business.
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| Purpose |
An anticipated outcome that guides your planned actions.
- You must understand the purpose you have for the financial services business.
- WHO? Do you want to serve.
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| Plan |
A detailed proposal for doing or achieving something.
- You must have a plan of action for your financial services business.
- WHAT? Do you know what to do each day of the week.
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| Process |
A series of actions taken in order to achieve a specific end.
- You must execute daily.
- HOW? There are specific things you must do each day to achieve certain outcomes.
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| Perseverance |
Persistence in doing something despite difficulty.
- To be successful in this business you must recognize this takes hard work.
- Don't Quit.
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| Pivot |
A change in direction in partnerships, business development, and strategy.
- Pursue business development practices that work, and expect changes.
- Every 90-days you need to assess your business success.
- You must have measurable items.
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| Prosperity |
The condition of being successful, thriving.
- Success leaves a track record.
- The Process is the Prosperity.
- The money follows the process.
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