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Message from your Ga

Samantha Clark

Managing Partner

Learn more

 

We just returned from an incredible Leaders Conference in beautiful San Diego.  The weather was perfect, the food was incredible, and the meetings were powerful and inspirational.  It made me think...what can we do to increase the number of qualifiers?  The first step is awareness of where you are and where you need to be.   


This morning, I read a sales leadership blog from marketing guru, Richard Weylman who discussed the half year mark of goal setting and thought “how timely!” He reminded me this year is a Leap Year and we have an extra day to hit our goals. The halfway mark is July 2nd instead of July 1st, so you have another day to reflect on what has happened and determine how to course-correct, if necessary.   

Here is a formula Richard Weylman built to help you calculate exactly where you are based on your efforts thus far. 


Step 1: List your 2024 revenue as of July 2nd: $_____________.
Step 2: Divide it by the 132 workdays YTD, which =  $____________. This is your current daily revenue YTD.
Step 3: Multiply that current daily revenue amount $___________ by the 132 workdays remaining (love leap years), which = $___________.
Step 4: Then add your 2024 revenue YTD, and this number $___________ is your annual revenue projection based on your current efforts. 


If you are on track, don’t lose momentum, it’s not time for a victory lap just yet.  If you are off track, you still have time.  What do you need to do or stop doing today that will help you achieve your goals in the next half of the year?  If you don’t have an accountability partner, either ask someone to be that person for you or ask me. I’m happy to be that person for you.   Imagine what our firm would be like if we all held each other accountable to the goals we set for ourselves.  As of July 2nd, we have 132 days left of the year, let’s make them something special.  


Next year’s Leaders Conference is in Montreal, I’m excited to see you there! 

 

All the best, 

Samantha 

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For internal agency use only. Not for further distribution or use with the public.

Suffolk Location 

1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
631-851-5700


Nassau Location

88 Froehlich Farm Blvd.

Suite 320
Woodbury, NY 11797
516-364-4203


Need help? Contact us. 

cwp@financialguide.com


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual, Springfield, MA 01111-0001) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 88 Froehlich Farm Blvd.Suite 320, Woodbury, NY 11797, 516.364-4203.  CRN202901-9796313 

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