Helping people do what they know...
Thank you reading one of the lastest Blogs, or for attending the recent workshop and visiting my website. Below you will find the files for the material that was discussed during the presentation. Just click on the article title and save it to your computer or other device. Feel free to use the material as you see fit. While you are here, take a look at the articles tab. This section is a warehouse full of ideas that you can use.
Blog: click here to open Blog: article
Click here to download a copy of The Gift of Answers FireProof FileBox cchecklist
Click here to view and print several questions when reviewing beneficiary designations.
Facts About Time Management - This file is loaded with statistics and talking points that you can use in planning and working with your clients.
The Opportunity Workbook. This Excel spreadsheet will help you track new prospects, corss-selling opportunities, and business in the mill.
The 12 Week Year
Click here to view a presentation entitled: 12 Week Year by Ed Howat.
Urgency Index - Are you controlling your day or does it control you?
531 Plan - A one-pager to help you set your vision and break it down into smaller time segments.
Core Values - An exercise to help you identify your top ten values.
Daily Five - A form to help you focus on the most important items of the day.
What would your week look like if everything was scheduled just right?
- A program designed for good poeple who want to be great.
The Planning BluePrint
Check out the Coaching Tab for more details about coaching.
For more information about coaching programs, The Time Mastery Profile and other workshops, contact: