Talking with a group of advisers today we covered the importance of stating your requirements clearly. Life would be made so much easier if their clients knew exactly what they needed - they usually don't - so they accept that clients need to be led through a process of analysis, diagnosis, and developing solutions.
Advisers, on the other hand, often have a good appreciation of what they want from life insurers. But often they don't tell the companies, business development managers, underwriters, and customer service people exactly what they want. It is hard. We like to be polite, to be liked, and we appreciate that they have their agenda too.
A good part of business planning consists of simply being clear on what we are seeking.
A good part of carrying out your plan consists of working for your goal - and forgetting about everything else.
Given a moment's reflection, most people agree that they aren't in business for their ego - yet many actions (point scoring, giving up time for corporate entertainment, seeking to win fruitless arguments with supplier admin staff) are actually ego driven, or at least based on pride.
We tend to have more fun and make more money shrugging off the day-to-day distractions and focusing on our goal. Share it with people, tell them what you want them to do, and stick to that.