6) Take Action
Do not confuse planning with taking action. Action, like motivation, involves motion. Far too few financial advisers walk into their office with a written daily plan of action.
- When should an action occur?
- What action needs to be taken?
- Why is a specific action needed?
- How will the action be completed?
- Who needs to take the action?
What is the cost of not taking action? Without a clear, purposeful plan of action, procrastination, indecision, interruptions, and distractions swarm like gnats on a summer evening, and make managing a business overwhelming.
Solution: Create repeatable actions and systematic processes for routine projects. Working with checklists and templates will increase your productivity and allow you to create consistency and efficiency.
