4th of July Mid Week

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Jul 3, 2007 11:18 am

I hate it when a Holiday falls in the middle of the week.  It screws up everything.  I am so unmotivated to prospect or set up appointments. 


What, if anything, are you guys doing this week for business?


I think I'll file, spring clean my office and stalk Flamingos.

Jul 3, 2007 11:42 am

I will be calling some of my clients today to inquire about their 4th plans, give them a brief update on their accounts through 1H'07, and chat...


Nothing major- just some relationship building and then off to the beach to have a couple drinks, take a nap and pass out for a couple hours, then get ready to pull an all-nighter straight into tomorrows festivities.... AHHH... the 4th...


Jul 3, 2007 12:07 pm

Since I'm a Jones guy, I've been doorknocking.  Found 5 new prospects yesterday, in about 1 1/2 hours.  I wouldn't call them HNW, but still it's better than sitting around picking my nose.  It does seem to be abnormally slow around here.    

Jul 3, 2007 2:45 pm

I'm being lazy as well...got $35K already booked for July so I'm having a hard time getting motivated, even though I know better.  By far my biggest weakness...getting the pipeline full and coasting.  I know better, but some days (usually when the sun is shining), my motivation just sucks.

Jul 3, 2007 2:57 pm

Me too.  Already well ahead for cash flow for the next couple of weeks.  Everyone is out of town and all my high rollers are getting geared up for 5 days of golfing and boating.  Might as well go home and bbq some chickens.


The pipeline thing is the same for me.  I get a bunch of trades in the works and want to sit back and relax..... then suddenly realize I need to get back in the groove again.  Ah well, that is one of the downsides of being self employed. Sometimes the boss is lazy and doesn't kick my butt hard enough 

Jul 3, 2007 3:12 pm

This has been the hardest part of ownership.  I get a few big tickets in and end up here passing time.  I'm very lucky to have low expenses in place, but I think this gives a false sense of security.  I've actually been working on goals for the rest of the year to keep myself focused on asset gathering, new accts and revenue. 

Jul 3, 2007 4:03 pm

It seems to be a common struggle with indy life, the other side of the coin from enjoying the fact that there are no quotas and no sales managers breathing down your back.

Maybe we should start an indy support group and become each others' "sales managers".

Jul 3, 2007 4:40 pm
joedabrkr:

It seems to be a common struggle with indy life, the other side of the coin from enjoying the fact that there are no quotas and no sales managers breathing down your back.

Maybe we should start an indy support group and become each others' "sales managers".


Not that I'm indy, but it's always good to hear what other people are doing, as it makes you feel like, "oh crap I better get on it...".  It pushes you a bit and gives you some good ideas.


Jul 3, 2007 5:01 pm

amen.  Its all about the journey...If we stay in the business long enough, no matter where you call home, we'll all do well.  God Bless America!!

Jul 3, 2007 5:11 pm
bspears:

amen.  Its all about the journey...If we stay in the business long enough, no matter where you call home, we'll all do well.  God Bless America!!



We are truly blessed to have our freedom in this country!  Sometimes I think we take it for granted.