Blog

Are you on a production plateau? Many advisors and agents are. In fact, at some point, every financial advisor, insurance agent, wholesaler, branch manager, and even agency manager hits a production plateau. I know because I’ve coached them all through one.

So, what do you do? The real question is if you had all the tips, tools, techniques, strategies, and solutions…would you apply them? In other words, are you coachable?

Let’s face it, it’s easy to procrastinate from time to time. The problem is when procrastination goes from an occasional occurrence to a daily avoidance that the real challenges set in. With a task such as prospecting for example, if your business is on a production plateau chances are you bought into a narrative that you will come off of the plateau without intervention, and that your pipeline will trend upwards again soon.

Does this sound familiar? Let’s look at this subject from a different perspective. Everything that you may have been telling yourself about procrastination may simply be a myth.

Have you jumped onto the social media bandwagon in recent years when it comes to marketing your business or are you still stuck in the 90s cold calling? I have been in the financial services industry for almost three decades, and I was reluctant to add one more thing to my prospecting plate such as social media. That is until I learned how to leverage the power of LinkedIn!