International Performance Group Inc.

The results based coaching company for financial advisors

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Your Mid-Year Review Process

I have always found it very important to schedule some time and go off and take a good honest look at your first have results. Most advisors spend hours each year creating a business plan and then abandon it by June. Here are some tips from the coach:

Schedule at least 3-4 hours outside your office, go somewhere where you will not be disturbed.

Review your goals that you set back at the beginning of 2010

What behaviors and actions are you not executing at the level you need to.

Review your Morning Success Ritual and Daily Game Plan

Please watch my Video Blog for more best practice ideas

Sign-up for you FREE membership to my PracticePower website to watch a 15 minute powerpoint outlining my mid-year review process.

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Recent Blog Posts

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  • Your Morning Success Ritual

What Clients Say:

“Joe’s coaching has enabled me to become focused on my business as a business once again. My organization has come together with common goals and visions. The weekly coaching calls keep me on track and has produced a more steady business flow and income stream. My business is up 75% since retaining Joe as my coach. “ Douglas Chapman -- Senior Financial Strategist

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