Strategic Management for Independent Insurance Agents & Brokers: Positive Change for Sustained Excellence

Thursday, October 14, 2010

Planning to Succeed


Let’s talk about what’s keeping you up at night.

We’re going into the fourth quarter and we’re not achieving any of the goals we set at the beginning of the year. Our plan was worthless. In this market and this economy, what good is planning anyway?”

This quote is fairly representative of what I'm hearing from many agents. There are really two parts to this question. First, when you plan, your efforts are never wasted. No plan, no matter how well it is developed, will ever work out exactly as conceived – even in a stable economy and a hard market. President Dwight Eisenhower said that plans are useless but that planning is everything. The planning process prepares you to meet challenges and find opportunities when things change. And things always change.
The hidden question here is what can you do when you’re not achieving your goals. It’s time to look at your plan again. It’s not too late to make adjustments to both your expectations and your results.
Identify two things you can do for rest of the year that will have a positive effect on your results. And do them!
If you need help with your planning or your results, let's talk. No strings and no charge. Call me or send an email.

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