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Securi’es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC CPC Financial Planning is not affiliated with Royal Alliance 16529 Coastal Highway Lewes DE 19958 3026454548 250 Tanglewood Lane King of Prussia Pa 199406 6103549275 Welcome

1st Class - Coach\'s Corner

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Page 1: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Welcome  

Page 2: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

What  is  the  Coaches  Corner?  

• A practice management, life planning, coaching program geared specifically for entrepreneurs

• A program designed to create success and improve your quality of life through specific tools, methods, and activities

• A program that helps participants reach their true potential in life and business by presenting a new way to think about life and work

Page 3: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

The  Coach's  Corner  

Benefits of the Program: •  Set, track, and exceed your goals

•  Maximize your time on things you truly enjoy

•  Find out what makes you YOUnique

•  Plan for success and grow your bottom line

•  Develop fulfilling and lucrative relationships

•  Improve the quality of your life!

Page 4: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

The  Benefits  of  Goal  Se\ng  

•  Take advantage of positive thinking to reach peak performance

•  Incorporate yesterday’s success into a plan for tomorrow

•  Analyze opportunities to make the right decisions

•  Increase fulfillment and improve the quality of your life!

Page 5: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Today’s  Agenda  

•  Scaling the Performance Plateau

•  Hindsight 20/20

•  Opportunity Analyzer

Page 6: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Overcoming  Obstacles  to  Progress  

•  Not enough time! – For my current business

– To take it to the next level

– For my life and family

– To find the right balance

•  We need to simplify things to reduce stress!

Page 7: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

”Nothing can stop the man with the right mental attitude from

achieving his goal; nothing on earth can help the man with the

wrong mental attitude.”

~Thomas Jefferson

Page 8: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

The  Performance  Plateau  

$50,000

$75,000 $150,000

$250,000

$500,000 Scale the plateau to reach your peak performance!

Page 9: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Scale  the  Performance  Plateau  

•  Through positive thinking •  Visualizing a successful outcome •  Separate behaviors…Replicate the

positive and Eliminate the negative

Page 10: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Scaling the Performance Plateau The Power of Positive Thought

Exercise  

Page 11: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Scaling  the  Performance  Plateau  Worksheet  

•  List past and potential limiting behaviors or thoughts that could cause performance to plateau

•  Visualize yourself overcoming the obstacles listed below and detail the positive thoughts, behaviors, and affirmations that will help you scale the performance plateau

Page 12: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

”Desire is the key to motivation, but it’s the determination and

commitment to an unrelenting pursuit of your goal—a commitment to

excellence—that will enable you to attain the success you seek.”

~Mario Andretti

Page 13: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Analyze  Success  &  Opportunity  

•  Identify key success drivers •  Methodically analyze opportunities •  Preparation for goal-setting

Page 14: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Hindsight 20/20 Approach Evaluate your approach to success

Exercise  

Page 15: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Hindsight 20/20 Worksheet Step 1-Achievements: Looking back over the last five years, list your personal and professional achievements and accomplishments that brought happiness into your life?

Step 2-Idenfication: After identifying your successes, now define them. What actions made you feel successful from these accomplishments or achievements?

The Hindsight 20/20 Approach

Evaluating your past approach to successes

List Your Achievements: Look back over the last five years, what personal & Professional achievements or accomplishments brought

happiness into your life?

Identify why you felt successful: Exactly what was it about your accomplishments or achievements that made you feel successful

1

Page 16: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Hindsight 20/20 Worksheet Step 3-Analysis: Examine success drivers with the AAA approach:

–  Achievement –  Action –  Analysis

What traits or skills did you use and what are the next steps to learn and leverage this success in the future? Capture success drivers. Use this hindsight to establish a clear vision for the future…

The Hindsight 20/20 Approach

Evaluating your past approach to successes

Today

Capture success drivers to capitalize in the future. Take this hindsight to establish a clear vision for tomorrow.

Identify past successes that produced happiness and business advancement. Tomorrow’s vision depends on our ability to examine what you have already done, what worked, and why:

AAA: Action Achievement Analysis

AAA Action Achievement Analysis

AAA: Action Achievement Analysis

Success Drivers

2

Page 17: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Opportunity Analyzer Define and weigh opportunities

Exercise  

Page 18: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Analyzing  Opportuni'es  

Identifying the right opportunities

•  Analyze current as well as NEW opportunities

•  Weigh assets, liabilities, and risks to your target outcome

•  Determine the likelihood of growth and success!

Page 19: 1st Class - Coach\'s Corner

Securi'es  and  advisory  services  offered  through  Royal  Alliance  Associates,  Inc.  Member  FINRA/SIPC  CPC  Financial  Planning  is  not  affiliated  with  Royal  Alliance  

16529  Coastal  Highway  Lewes  DE  19958  302-­‐645-­‐4548  

250  Tanglewood  Lane  King  of  Prussia  Pa  199406  610-­‐354-­‐9275  

Opportunity Analyzer Worksheet

Opportunity

Goal

Assets

Liabilities

Risks

The Seasons Opportunity Analyzer

Opportunity:

Goal: define a successful outcome:

Assets: define strengths

Liabilities: define weaknesses

Risks: define risks to success

Defining/Weighing true opportunities