Skip to main content

Only 30 Work Days left in 2015

Depending on what days you might work around Christmas, we only have 30 workdays left in 2015. While the Christmas rush is not necessarily upon us, the final 30 days of your work year certainly are.

Whatever your 2015 New Year’s resolutions were, and no matter what your 2015 business and personal objectives were, you only have 30 days to make it all count. So, here is a question for you: What can you do in the next 30 work days that will help you complete 2015 in the best way you can? Are you going to close every last piece of business you can? Or, are you going to open as much as you can to get a jump on 2016?

Regardless of your direction, the final 30 days are important. It’s the last leg of the year. Do you call your top 30 clients and ask them if you can help them in any way? Do you make a list of projects that need to be completed before the ball drops on 2015? Do you look back over 2015 and call all the clients you sold, and wish them a happy holiday?

The specific activity doesn’t matter. What matters is that you have 30 days left to do something great, so make it count. 

Let me know what you plan on doing in the last 30 work days. Let me know if this idea helps you.

If you are in Nova Scotia and would like some insurance advice, please contact Corry Collins:
corry@maritimewealth.com
902-444-7000

Please like, share and comment on my newest post!


Comments

Post a Comment

Popular posts from this blog

Attend MDRT as an Aspirant or Manager

The Million Dollar Round Table (MDRT) holds its annual meeting this June in Orlando. Members from around the world will be in attendance. The annual meeting is the flagship event for the MDRT. Top advisors from over 70 countries meet and share world class ideas on how to grow your business and how to develop a thriving practice. The main platform is always full of motivation, business ideas and stories that may change your life. Ten thousand people are expected this year. The focus sessions are detailed sessions drilling down on the specifics of specialized subjects. Members and non-members are invited to speak on their area of speciality. Networking with leading industry people (who become friends) is one of the highlights. The mentoring program at MDRT provides a chance for non-members to attend as a guest.  The rules can be found at https://www.mdrt.org/membership/mentoring/ , but here are some of the particulars: The MDRT Annual Meeting scheduled for June 4-7, 20...
Post a Comment
Read more

The Importance of Financial Planning for the Future

I spoke with a physician client recently who’s family income was over half a million dollars per year. They have a good amount of cash built up in the RRSP (over $1,000,000) lots of cash in their corporation, and over $2,000,000 in real estate. They plan on working for at least 10 more years. A rough estimate of their worth would be between $6,000,000 to $8,000,000 by age 65. We were dealing with some insurance issues that needed to be solved and in the process I asked the question about retirement and asked what planning had been done. The plan was to keep going until retirement age, and then to assess the situation, she said. This was not an uncommon response as my experience shows many people spend more time planning a Christmas party then they do planning their financial future. My comment was this; if you were running a multi-million dollar corporation with very good cash flow, one where assets were growing compounded every year, would you want to have a business pl...
2 comments
Read more

Created by: Corry Collins - Top 10 Fall Financial Checklist - Save Time, Money and Tax.

Summer is not officially over until September 21 st . However, “back to school” week is a sure sign of the fall! The fall is a busy time in our financial planning office, as people seem to use this time of year to tidy up many small items concerning everything financial. It might also be a good time of year for you to do the same, especially if you aren’t in this “fall time” habit. Many people have a list of items to refer to when it comes time for financial clean up. Here is a typical list:       Update beneficiaries on your insurance policies’ if required.       Increase your disability coverage if your income has increased.       Review your RRSP investments against your current Risk Tolerance questionnaire.       Top up your Tax Free Savings Account       Increase your RRSP deposits by 10%       Question your bank to see if you can save money by renewing your mortgage ea...
Post a Comment
Read more