Why does Values-Based Financial Planning™ have me put everything on my calendar?

Article ID: 258
Last updated: 20 Nov, 2019
Your calendar is an extremely important tool in the area of time management … and the better you manage your time, the better you manage your results. By putting things on your calendar, you’re making an appointment with yourself to do those things that you know need to be done. The only question becomes whether you’ll honor your commitment.

By putting something on your calendar, you’ve made it “real.” You’ve allocated the time and determine when that time will be honored. Then, it’s only a matter of whether you’re willing to honor your commitment. Either way, you’ll benefit. If you complete the action item, you’ll be on target to accomplish your Goals. If you don’t … you have a clear understanding of why you’re failing short of your Goals. As Bill Bachrach says, “The success of what you’re currently doing is based upon the foundation of what immediately preceded it.”

If you do the work, you’ll get the results. If you don’t do the work, ask yourself, “Why?” Then, compare the importance of whatever you did instead … versus what you were suppose to do, and measure the effect each task had (or would have had) on helping you accomplish your Goals for the reasons that are important to you. That’s why one of the best habits you can develop is to take a few moments to review your Success Road Map® each day to remind yourself of what’s important in your life … and why. Then, spend your time in a way that helps you make progress towards your Goals.

Remember … “It’s not about comfort … it’s about getting results.” – Bill Bachrach

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b I have been given the opportunity to give a 10 minute presentation to a group of people. I need 20minutes if I were to go through the recommended ideal life group presentation. Do you have any thoughts on what I should focus my time on in the presentation?
b What is the course of action if the Ideal Client agrees to move forward after the Commitment to Hire Conversation, but does not carry a check-book (very few people these days do)? Are documents accepted? Is the follow-up meeting planned? Work started? Etc.?
b What is the process or exact instructions on submitting a recording to Bill for his review and give feedback?
b Should I schedule/conduct Financial Road Map® meetings with Non-Ideal Clients that won’t be able to afford our service and become Ideal Clients? I am trying to reconcile different comments regarding Non-Ideal Clients and Financial Road Map® meetings with Non-Ideal Clients • Jeff (& Tom Moore) – do a road map with ALL existing clients • Bill Bachrach 24/7 website – answer to a question – there are some existing clients you shouldn’t conduct Financial Road Map® meetings with • Rick Barrera – “Non-Ideal Clients will Steal Your Ideal Life….and prolong your journey…” Disengage as quickly as possible. I entered Ideal Life Evaluation Program and Committed Advisor Program with the approach that I will do what I am told to do and not question things (Tom M. and Peter’s O's advice). I am just having a difficult time reconciling; soaking up resources for a little more short term profit, getting FRM meeting experience, giving the gift of a Financial Road Map® to Non-Ideal Clients, Non-Ideal Clients potential referrals (although there would be a disincentive for them to refer where it would shorten their tenure as a client?), letting Non-Ideal Clients know what we are doing... We could add one deliverable and increase revenue but I am finding that my deliverables team is already stretched (it will get better with experience) with Implementation meetings, Progress Update meetings...we only have 14 Ideal Clients so we will be able to handle a lot more Ideal Clients work load once we gain efficiency and better time management. Although I think the time management by my Deliverables Team (in-house) has been fairly good - it seems to be more an issue of efficiency with new system and reports. I think it would be fun to do these road maps and an easy way to fill up some Client Acquisition time. While this may be easier than other Client Acquisition activities I don’t want to take the easy way out. Lastly, I think there is something to momentum and keeping busy on PRODUCTIVE Client Acquisition activities, I just want to make sure this is productive/the best use of my time.
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