These are all great goals since you need to know where you’re going to get anywhere.
But there’s trouble with these types of goals:
Here’s How it Works:
The idea I’m presenting is that you need two different types of goals:
The “Daily or Weekly Behavior Goals” are important because they simplify the execution of the goals and keep us on track day to day.
What would a discussion about goals be if there wasn’t a whiteboard involved?
Here’s my beautiful illustration of the gripping tale of two producers who want to sell 30 policies this month.
(And now you understand why I dropped out of architecture grad school.)
Okay, I get it. But that sounds like a lot of work.
Yes it is.
But here’s two points to consider:
The work you do setting the goals is an investment in saving you time, making your daily life easier, and actually achieving your goals in the future.
And I did it for you.
Thought you might like #2. ;)
I put together a Word document with a sampling of daily or weekly behavior goals that are relevant to an insurance salesperson.
It’s a Word document because I want you to edit it and make it your own.
Click This Image to Download the Word Template:
Thanks. Is there anything else should I know about this document?
It’s just a starting point.
You can take the ideas I put on there and use it exactly, but I think you’ll get far more benefit from really customizing it to your own situation.
Thanks, but I wouldn’t really use a document like this.
That’s cool. (I might not either)
But I still challenge you to take the main idea, which is:
Don’t set “end-result” goals without setting “daily/weekly behavior” goals.
That’s the real take-away here.
If you like this concept and would like to see more articles like this let me know by hitting one of the social media buttons.
If you know another agent or producer who has trouble meeting their goals and would benefit from this template or the idea of the article please share it with them.
I sincerely hope this helps you!
P.S. In case you’re wondering… Yes I did hire that dude from the UPS commercials to make this whiteboard drawing:
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