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Slides for 1st class of Coach\'s Corner. Before we start goal setting, we need to clear head and get in a positive mind frame
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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 302-‐645-‐4548
250 Tanglewood Lane King of Prussia Pa 199406 610-‐354-‐9275
Welcome
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
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!
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!
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
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!
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
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!
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
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
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
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
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
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
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
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
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
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!
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