Week 10
Your Career is Double
Digits Weeks Old!
Monday
Have you entered your stats on the stats site? If so, let's get started!
Uncommon Keys to Success
Agency Owner, Tanner Frick, knows what it takes to succeed in a career here. Starting his career in his early 20's he's grown to Agency Owner in just a few years. In just their first year as an agency Pinnacle is the #3 agency in the company, growing over 50% as a team in their first year. Talk about Success!
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Grab something to take notes and tune in to Tanner's Uncommon Keys to Success
Tanner gave you a TON of things to think on, share your biggest takeaways with your training team on Voxer
Plan & Prepare
Even 9 weeks in to the career, your 2/3 day is still the only thing that you should be worried about in the field! & a well planned out day helps that happen! As you fill out your Nightly Goal Sheet Be sure to list out all of the businesses you plan to go to tomorrow in the order you plan to go to them.
Once you're done, send a picture of your Nightly Goal Sheet to your trainer in your support channel on voxer!
Tuesday
Are your stats entered on the stats site? Do that now if not!
Empathy & Confidence
As we get more comfortable in this career it is easy to slip in to complacency in the things we do most often. One of the areas we can get complacent is in our approach.
Mackenzie Buck is one of the most intentional people you'll meet and that intentionality radiates through everything she does. Let's revisit the approach, this time through the lens of Approaching with Empathy and Confidence.
Be sure to complete your Nightly Goal Sheet and get prepared for tomorrow. Share a photo of that in your Voxer channel along with your takeaways from this episode of the Elevators Pod.
Wednesday
CRM Learning Pathways
On Monday we covered how to get logged in to the CRM system and how to navigate it. Today we are going to cover an in depth overview of how to navigate the SalesForce dashboard.
While this may be more than what you need right now, this is helpful knowledge that we can build upon over the next few weeks.
Grab your iPad and follow along with these videos as you learn how to navigate the CRM system. You may also want something to take notes with as you'll need to reference back to this knowledge in the future!
*if you are prompted to log in you will use the same credentials as you do for the Mobile App*
Don't worry, we'll circle back to pathway #4 later in the week, we didn't forget about it!
Leave any questions you have in your Voxer support channel!
Plan & Prepare
As always, we want to make sure that we are setting ourselves up for success - Grab your Nightly Goal Sheet & plan out tomorrow. Set yourself some goals and a focus, decide what businesses you will go to, and think through the why behind your career with Family Heritage.
Once you're done, snap a pic of that Nightly Goal Sheet and submit it in your support channel on Voxer!
Make sure you've entered your stats on the stats site!
Thursday
Get those stats entered on the stats site!
Why It's Worth It
You'll need some tissues for this one. Clint Hansen is not only an agent here, but he has first hand experience what this product can do for a family in the midst of tragedy.
Give this a listen and remember Why it's Worth it.
Phew, that was an impactful one. Have you spent any time thinking about your why it's worth it recently? Take a few minutes to reflect on that before preparing for tomorrow.
When you're done listening, grab your Nightly Goal Sheet and set yourself up for tomorrow. Then snap a picture of that to share with your training team in your support channel on Voxer!
Friday
How are your 2/3 days coming along?!
A Heart to Serve
David Villasenor is on an 18 year greenout string. Yes, that's correct. David has written $5k in premium, or more, each week for EIGHTEEN YEARS straight.
Consistency pays in life and in business. Grab something to take some notes, and maybe a couple pens, because David is full of more wisdom than you can write down. Put this episode on your to re-listen list!
Before you hop off for the night, send your training team a Voxer of your takeaways from this audio.
Oh, and be sure you have your stats up on the stats site!
Weekend
Take some time to rest and recharge this weekend!
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Do something is going to fill your cup so when Monday comes you are working from an overflow.