Financial Services, Speaker and Coach

Two of the most important words in sales and advisory practice are:

What’s Next?

These two words can be applied to a number of professional practice areas, including new client(s) acquisition, service items, client reviews, marketing, and basic daily responsibilities, duties, and activities. This morning I was talking to nationally known marketing guru David Newman, from Bryn Mawr, PA. David works with hundreds (maybe thousands) of professional service providers, including speakers and others who want to use speaking as a tool to help grow their business. He said something that was short and NOT so sweet:

No SOU™ Leads To IOU’s.

We all know that IOU is an acronym for “I Owe You.” However, I had to ask him what “SOU” stands for, and he told me it is an acronym for:

Sense Of Urgency

All of need to have an acute “Sense Of Urgency.” Every day we need to to approach each day with a list of activities prioritized by the impact of the completion (or lack thereof) of those activities in light of our dreams, goals, and objectives. Often these lists are long, and sometimes we do the things right at the expense of doing the right things. Mark LeBlanc, another marketing genius says to take that list, and break it into a series of high value activities. Select three activities from the list, do them, and select the NEXT three most important high value activities and do them next! Repeat as needed!

This simple strategy for planning your day will provide the SOU™ that prevents piling up IOU’s!

Work Hard & Have Fun!™