Focus 15 with KVL: Recent Episodes
Kristie Van Leeuwen
The Focus 15 for Advisors is a bi-weekly show on the 1st and 3rd Monday of each month dedicated to best-practices for achieving a clear plan based on Priority Activities with Priority People. www.PeopleReader.com
In this episode we will discuss several key strategies to ensure you are leveraging your time this Summer to create full and flowing pipelines and relationship advances.
A 3 step process for developing an executable and measurable Business ACTION Plan in 2023
In my last Focus 15, I discussed a first step in improving your pipeline...knowing your numbers. In this episode, we shift from what and why to HOW we move to our next level of excellence in execution.
Those who achieve excellence in the development of new business know that efficiency and effectiveness combine to produce exceptional performance. Efficiency is the optimum use of resources...time, relationships, talent, money and more. Effectiveness is achieving maximum results from the utilization of those resources. This Focus 15 is about mastery of your metrics. In other words, knowing your numbers, and using them to create a full and flowing pipeline.
A full-throttle approach to maximizing the next 5 months of Contact strategies. Getting full prepared over the next 2 weeks to execute on high-impact conversations with clients and prospects right after Labor Day will create momentum through Q1 of 2023.
Navigating Challenging Market Conversations with Clients through a focus on 1) Mindset; 2) Process and 3) Opportunities.