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Do you control your day, or does your day control you? If you're unsure, one way to tell is by looking at how your days unfold and how you react to what happens. Do you start each morning with the best intentions, knowing precisely what you want to accomplish, only to reach the end of the day wondering where the time went—and realizing you didn’t achieve your goals? If so, chances are, other people are controlling your time.

Have you ever wondered how successful advisors keep reaching the next level? Some people might say that it is about luck, while others might say it’s about skill. I believe that it really comes down to one simple but powerful thing that successful advisors apply each and every day. It’s all about having efficient and productive business habits!

Do you ever feel stuck in your career, wondering how to get to the next level, but you just can’t find the right solution/s? While having the right tools and techniques help, it’s not the first step to reaching goals, having a growth mindset is. You see, everything starts between your ears. And, developing a growth mindset isn’t just a good idea, it’s the foundation for achieving long-term success in this business!

Have you ever sat down, grabbed the phone to start prospecting, and hesitated to dial because you were unsure of how individuals might respond or were worried about what to say? Or maybe, you've thought about all the potential objections a prospect could throw at you and wondered if reaching out is even worth the risk. In either case, know that you are not alone.

Do you feel connected to your clients? Or, maybe a better question is, do your clients feel connected to you? If you don’t have a systematic way of connecting with them, the answer is probably “no”. And if that's the case, know that you are not alone.

Are you feeling burned out in your business? Does it seem like the more you do, the more needs to be done and it feels like you can never catch up? You may be already burned out and have no idea how to bounce back. Does this sound like you?

Have you ever heard the saying, “If you want something done right, do it yourself?”  Well, that might be true for some things when it comes to your business but if you find yourself stressed out all the time, it’s most likely because you are doing too many things yourself. And, that’s a recipe for burnout.

^{Do you want to take your business to the next level but are unsure how? The answer might lie in identifying its red flags. Here is what I mean.}

^{It’s probably no surprise that a “red flag” symbolizes danger. As you know, red means “stop” when you look at a stoplight. But you might not know that your business could be telling you to stop doing certain activities. You might need to start doing other activities but don’t see the signs.}

Do you ever feel like you have too much to do? You know that you want to grow your business, but you don’t know how to scale it as it grows. This is a common challenge and most advisors and agents don’t have a method for scaling their businesses.

Are you on a production plateau? Most people are or will be at some point in their careers. In fact, your business can go only three ways: up, down, or settle on a production plateau. The big question is, do you know how to get beyond a production plateau?  

Getting to the next level rarely happens by accident. Sure, there is the occasional advisor or agent who stumbles across a big prospect or has clients who come into money. But, rarely do advisors and agents get to the next level without a well thought out system. The solution begins by understanding that success is a process.

Let’s examine each step: