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The Meaning of the P's

Passion

A very strong internal belief in something.

  • You must be passionate about the financial services business.

  • WHY? The financial services business.

Purpose

An anticipated outcome that guides your planned actions.

  • You must understand the purpose you have for the financial services business.

  • WHO? Do you want to serve.

Plan

A detailed proposal for doing or achieving something.

  • You must have a plan of action for your financial services business.

  • WHAT? Do you know what to do each day of the week.

Process

A series of actions taken in order to achieve a specific end.

  • You must execute daily.

  • HOW? There are specific things you must do each day to achieve certain outcomes.

Perseverance                             

Persistence in doing something despite difficulty.

  • To be successful in this business you must recognize this takes hard work.

  • Don't Quit.

Pivot

A change in direction in partnerships, business development, and strategy.

  • Pursue business development practices that work, and expect changes.

  • Every 90-days you need to assess your business success.

  • You must have measurable items.

Prosperity

The condition of being successful, thriving.

  • Success leaves a track record.

  • The Process is the Prosperity.

  • The money follows the process.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck