Financial Services Journal Online

     

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August, 2002

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About NAIFA

Founded in 1890 as the National Association of Life Underwriters, NAIFA is comprised of 900 state and local associations and represents the interests of 90,000 life and health insurance agents and financial advisors nationwide. Many of NAIFA's members are NASD-licensed registered representatives or registered investment advisors. Benefits of membership include legislative and regulatory representation, education and training, and networking opportunities. The NAIFA umbrella includes the Division of Financial Advisors and three specialty organizations: the Association for Advanced Life Underwriting (AALU), the Association of Health Insurance Advisors (AHIA) and GAMA International.

 

Getting the Job Done
by Charli Lamont Williams,
Personal Success Coach


When it comes to getting the job done - whatever the task is - people seem to do one of two things: They are excited and creative about it; or they worry and stress over it.

I don't like to see people stressed. Stress produces demands on the physical body which are not healthy. I prefer to see people healthy and happy. Therefore this month's column is a simple guide to getting through the day with ease, no matter what you have on your calendar.

The first step is to realize that your attitude is a Point of View, and it is up to you to decide what your attitude is: You can decide "yes, of course I can," or you can worry that you can't

I suggest you decide that you can and will get the job done, and moreover, that you will have fun with it. To help yourself, look at the facts:

What needs to happen? Make a list. It does not have to been in order of priority - you can do that later. Just list out everything you can think of, no matter how small, that you need to do. Be creative too. If you are making a presentation, will color graphics be more interesting than black and white?

Once you have made the to do list, then go back and prioritize the items. If at all possible, start with the easiest or quickest tasks. You want to mark off the to do items, as you do them. Marking the items off the list as completed gives a sense of actual accomplishment.

The sense of accomplishment is motivating. True motivation comes from within; it cannot be given by another. This is a way to help yourself by motivating yourself through the successful completion of each task.

Use the resources available to you. Be willing to ask for help.

Last week one of my clients told me he was having "trouble" with his support staff because they did not want to work as much as he was working. All of a sudden, he was producing three and four times the insurance applications he had in the past. (Dear Reader, use the tools in this monthly column - they work!)

He held a staff meeting, and basically said - I am commission only. If I don't serve people by providing appropriate insurance for them, I don't eat. What can we do as a team to continue to build our business, even though it means more work for both of you?

He furthermore suggested a profit-sharing option, and his team went to work with enthusiasm.

Sometimes, asking for help means giving someone else the opportunity to serve you. There are many times in life when people are just waiting to be asked, and are very glad to assist in some way.

Also, please be aware that you may be more "intimidating" to support people than you realize. When that happens, people tend not to volunteer, but will gladly assist when asked. Thanking people for their assistance is a must for good relationships.

What to do when you hit a barrier or an obstacle: Go back to Step One. Decide that you can find a way. Next, look at the facts: What needs to be done, and in what order?

Every problem comes packaged with its own solution. All you have to do is find the solution! Think of it as a game. All information is available, somewhere. Atoms and molecules were "available" long before we had the means to "see" them. Just because you cannot see the answer does not mean it isn't there. You just need to "look" differently.

There is a famous drawing in which some people see an old woman, some people see a young woman. When seeing one of the faces in the drawing, it is often difficult to see the other.

However, once you "know" both faces are there on the page, seeing both becomes easier.

It is the same with getting the job done. "Know" you can; "know" the information you need is available, even if that means using your own creative imagination. Know that you can.

As with the drawing of the women, you FIRST decide that the answer or information is in front of you - all you have to do is shift your perspective.

Change begins with choice. And the choice is yours. Decide that you can make it easy and fun, or decide that you have to worry and stress. Whichever choice you make, you are correct.

Reflect on your accomplishments. As you work through your list, decide to have fun with it. If you have ten things to do to get the job done, notice you have already accomplished two. Most people I know, including myself, get some pleasure from marking off tasks on their to do lists. Enjoy it!

Joy is an inside job. You decide. Are you going to have fun and be creative with this project, making it the best it can be (for now), or will you stress and worry?

It is all up to you; It is a Point of View.


Visit my work book site or my coaching site to start creating your own success!!

Charli Williams, founder of Lamont Williams in Orange County California, has been a Personal Success Coach for more than a decade. She is an author, lecturer, columnist and radio talk show personality. She also serves on the Board of Directors for the Orange County Association of Health Underwriters. She develops custom tailored programs for entrepreneurs, designed to move each person along their path to success.

Lamont Williams operates under the philosophy that just as Olympic athletes have private coaches to help them fine-tune their abilities, so too should business people have a coach to help them reach their goals more easily.

Lamont Williams clients are varied. Current participates include engineers, financial and estate planners, physicians, top insurance producers, educators, loan consultants, real estate agents and sales representatives. The Coaching Program enables individuals to develop clear, detailed plans resulting in success on a consistent basis, and more time in their lives for relationships, fun and relaxation. Charli helps her clients formulate and achieve their Ideal Lifestyle. This Ideal Lifestyle is not only limited to business; it carries over into personal life as well.

Charli, through her unique visualization techniques, has achieved her own Ideal Lifestyle. The tools and techniques used produce success more easily, eliminating the old fashion concept of the need for "hard work."

The Coaching Programs are very "person specific." That is, they are tailored to fulfill the needs of each individual, rather than the individual needing to fit the program. The programs enable people to develop clear, detailed plans resulting in more income on a consistent basis. Living a balanced, successful life is the ultimate goal.

The Coaching Programs from Lamont Williams include: Private Coaching, on an individual basis; Coaching for Team Synergy, for groups; and other custom designed training's. Her workbook, Creating Your Own Success,is a step-by-step guide to achievement.

For more information, please call our offices at 800-500-1551
E-mail
Lamontwm@pacbell.net or Fax (714) 389-3038.