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How to Close Out the Final Quarter Strong

As we begin to head toward fall and the final quarter of the year, it’s a great time to take stock of where you are in relation to your goals. Are you happy with your results? If not, what can you do now to finish the year on stronger footing?

If you’re thinking it’s “too late” in the year to take action for significant results — it isn’t! For example, do you have a professional referral source you’re already working with who has clients who would benefit from a workshop you could deliver to them? This would be a wonderful way to amplify your results before the end of the year because these potential clients might be willing to engage in your services sooner because they have an existing relationship with your professional referral source. Ideally, this workshop also wouldn’t take as much effort to fill the seats than doing one entirely on your own.

A professional referral source who has many past clients (like an estate planning attorney or a CPA) can be great because you can get in front of them and deliver a seminar in your area of expertise. Could it be time to review their financial plan, set up a retirement plan, or investment plan? 

First, think about the results you want and are intending to produce by year end.What is your desired outcome? Next, think about how you will produce the results you desire. If you want to attract new ideal clients, how will that happen? If you want to build on your professional referral source relationships, what is the best plan to do that? Once you know the outcome you’d like to target, you can work backwards to put together your plan to re-engage and finish the year strong.

In the past, if I found myself in this situation, I would start by re-engaging with colleagues, a coach, or someone who might have wisdom and an outside perspective to help me move forward. From there, we would discuss what was going on for me and my plan of attack, review it in a few weeks, and finetune as needed. This would help me get re-engaged in my plan of action.

It’s also crucial to set up structure to help you get back into the zone and to support effective action being taken. Carve out time for planning, to do research, and to talk with people who will be able to share perspective and wisdom, and of course — make time to implement! For most people, if you don’t get the steps of your desired action plan on the calendar, it simply won’t happen.

Here are 3 ways to get back into action

  1. Carve out time on your calendar to think about the results you want, and what you’re willing to do to get there.
  2. Think about friends, colleagues, associates who are inspired in their business development process. If anyone in particular comes to mind, what are they doing to stay focused and on track to reach their goals? Bottom line: what are they doing to grow their business? Is there anything you could learn from or borrow from their success?
  3. Run your plan by someone else, like a mentor or trusted colleague. If you don’t have someone  like that in your circle and could benefit from working with someone who knows how to support you in moving from planning and strategizing to action, reach out to me (susan@susandanzig.com) and we can put together a plan for you!

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