{inside look} How I Structure my Day, My AM Routine, "Green Zone" Activities, and How to be Productive AND Take Time Off episode artwork

EPISODE · Apr 15, 2024 · 23 MIN

{inside look} How I Structure my Day, My AM Routine, "Green Zone" Activities, and How to be Productive AND Take Time Off

from Success + Money + Mindset · host Scottie Taylor Jr

If you’re a financial advisor / insurance agent and you want more leads, more money, and to hit $15,000 - $25,000+ per month consistently, this is for you. I'm hosting a FREE TRAINING called The Inbound Leads Masterclass  In the Masterclass I’ll be sharing the exact framework to getting inbound leads, booking your calendar FULL, and hitting $25k/mo consistently. (this is the HOW behind my systems). If you want $15k+/mo without working MORE, you don’t want to miss this.  ⁠Click here to register⁠ for the training & be sure to add it to your calendar ASAP  **** As y'all likely know, I really enjoy working. BUT I also really, really enjoy NOT working. I love setting up systems to make my business run without me. And lately, I've been really falling back in love with myself, my life, building up hobbies (post breakup life I'm being really intentional about loving myself & doing things that fill my cup). And during the week when I would "normally" be working, I've been reading by the pool, working out, taking my doggie Cashew for a walk, having a green juice at a coffee shop, spending time with my bestie Ashley... But.... Here's what I've noticed (and I'm curious if this will ring true for you, too) When I'm unclear or "foggy" around HOW to bring in consistent revenue into my business... the hobbies, the time off, the spontaneous walks in the middle of the day -- they feel like GUILT, not like FREEDOM. Over the past 7+ years, I've noticed something SHOCKING. Lack of clarity creates anxiety. Fortunately, the opposite is also true. More clarity = less anxiety (and more money, more consistency, and more FREEDOM). As advisors / business owners, I think that a lot of us crave freedom. But, when you don't know the "how" on creating recurring, consistent income -- the freedom feels fleeting, or stressful, or guilty. (have you ever taken a vacation / maternity leave / a long weekend -- and kept thinking over and over and over about work?) A few weeks ago, I was feeling really stressed about money (yes, even I sometimes feel anxious around money)! And here's what I've observed in myself (as well as the advisors I coach) -- 95% of the time, when I'm stressed about money, it's because I'm looking at the OUTCOME (# of closes on the calendar, our open inventory, submitting premium, people saying yes...) and NOT focusing on the ACTIVITIES (dialing, getting referrals, showing up daily to do your "revenue generating activities"). And THAT is why this topic is so important. So -- let's talk about how I structure my day (p.s. these are not recommendations, I'm sharing so you can see what feels right and adopt if you'd like!)  First thing I try NOT to check my phone (it's hard some days). I don't want my brain to start by relying on social media for dopamine.  I walk Cashew for about 30-45 minutes and listen to a YouTube (usually Abraham Hicks, Oprah, or Andrew Huberman)  I then sit and work on my HIGHEST value activities. My curent daily activities are: Other things I do that keep my brain in OPTIMAL performance include:  I don't consume any social media content until I've created mine (creation > consumtpion)  I put my phone on do not disturb so I'm not distracted during my daily activities  I don't check emails until later in the day  I have SYSTEMS for getting leads & referrals (more on that below) -- so I am not "stressed" about leads or new meetings MOST IMPORTANTLY -- I focus on all the above BEFORE answering client questions / reading emails / checking texts. This keeps me OUT of "reactive" mode, and keeps me in creation / focus mode.

If you’re a financial advisor / insurance agent and you want more leads, more money, and to hit $15,000 - $25,000+ per month consistently, this is for you. I'm hosting a FREE TRAINING called The Inbound Leads Masterclass  In the Masterclass I’ll be sharing the exact framework to getting inbound leads, booking your calendar FULL, and hitting $25k/mo consistently. (this is the HOW behind my systems). If you want $15k+/mo without working MORE, you don’t want to miss this.  ⁠Click here to register⁠ for the training & be sure to add it to your calendar ASAP  **** As y'all likely know, I really enjoy working. BUT I also really, really enjoy NOT working. I love setting up systems to make my business run without me. And lately, I've been really falling back in love with myself, my life, building up hobbies (post breakup life I'm being really intentional about loving myself & doing things that fill my cup). And during the week when I would "normally" be working, I've been reading by the pool, working out, taking my doggie Cashew for a walk, having a green juice at a coffee shop, spending time with my bestie Ashley... But.... Here's what I've noticed (and I'm curious if this will ring true for you, too) When I'm unclear or "foggy" around HOW to bring in consistent revenue into my business... the hobbies, the time off, the spontaneous walks in the middle of the day -- they feel like GUILT, not like FREEDOM. Over the past 7+ years, I've noticed something SHOCKING. Lack of clarity creates anxiety. Fortunately, the opposite is also true. More clarity = less anxiety (and more money, more consistency, and more FREEDOM). As advisors / business owners, I think that a lot of us crave freedom. But, when you don't know the "how" on creating recurring, consistent income -- the freedom feels fleeting, or stressful, or guilty. (have you ever taken a vacation / maternity leave / a long weekend -- and kept thinking over and over and over about work?) A few weeks ago, I was feeling really stressed about money (yes, even I sometimes feel anxious around money)! And here's what I've observed in myself (as well as the advisors I coach) -- 95% of the time, when I'm stressed about money, it's because I'm looking at the OUTCOME (# of closes on the calendar, our open inventory, submitting premium, people saying yes...) and NOT focusing on the ACTIVITIES (dialing, getting referrals, showing up daily to do your "revenue generating activities"). And THAT is why this topic is so important. So -- let's talk about how I structure my day (p.s. these are not recommendations, I'm sharing so you can see what feels right and adopt if you'd like!)  First thing I try NOT to check my phone (it's hard some days). I don't want my brain to start by relying on social media for dopamine.  I walk Cashew for about 30-45 minutes and listen to a YouTube (usually Abraham Hicks, Oprah, or Andrew Huberman)  I then sit and work on my HIGHEST value activities. My curent daily activities are: Other things I do that keep my brain in OPTIMAL performance include:  I don't consume any social media content until I've created mine (creation > consumtpion)  I put my phone on do not disturb so I'm not distracted during my daily activities  I don't check emails until later in the day  I have SYSTEMS for getting leads & referrals (more on that below) -- so I am not "stressed" about leads or new meetings MOST IMPORTANTLY -- I focus on all the above BEFORE answering client questions / reading emails / checking texts. This keeps me OUT of "reactive" mode, and keeps me in creation / focus mode.

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{inside look} How I Structure my Day, My AM Routine, "Green Zone" Activities, and How to be Productive AND Take Time Off

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Approved with Megan and Wendy Megan and Wendy If you're a product junkie or just looking to make your life a little easier, Megan and Wendy can help! Don't waste any more time or money on products that don't live up to their promises. We’ll include things that we regularly repurchase and new discoveries we can’t live without! From beauty to home, car to cleaning, we've got you covered. Our reviews are always genuine and never sponsored. Explicit Time To Show Up Nathalie Nahai and Dr Aaron Balick Welcome to Time To Show Up, a unique podcast and video series that ventures behind the scenes of professional success, to explore how we can deploy our deepest values into our professional lives.Hosted by best-selling author, Nathalie Nahai, and renowned Psychotherapist, Dr Aaron Balick, we interview professionals from the worlds of music, marketing, literature and beyond, to investigate how they have manifested their visions at work and overcome significant obstacles to craft a life they love.We also take a deep dive with Hotseat interviews, a series of sessions in which we share practical insights with courageous folks who are daring to take the next step towards transforming their careers and personal lives.From these conversations, we draw out the best theories, practices, and models from psychology, behavioural science and more, to offer tangible ways in which our listeners can apply these tools in their own lives.Alongside this series, we're also launching an exciting new Explicit Held. Madison Mindset & Clarity Awaits Welcome to Held with Madi & Molly 🧚Think of this as your online women's circle because every woman deserves access to open, honest and judgement free conversation. Topics Include: Periods, relationships, friendship, work, love, health, intuition, breath work, Yoga, spirituality and so much more.Join us in this space and let yourself be held. ♡ Explicit Power mit Leidenschaft / Power with Passion Rico Kobernick & Keep the Ananas Welcome to “Power with Passion”! This podcast is about motivation, business, mindset and everything that helps you achieve your goals and realize your dreams. I am Rico Kobernick and I will accompany you on this journey. From time to time we will also invite experts to our studio to benefit from their knowledge and experience. We talk about the challenges you have to overcome on the way to success and share with you the knowledge and experiences we have gained on our own path. Get ready to discover your inner strength and ignite your passion. “Power with passion” – your partner on the path to success.______Willkommen bei "Power mit Leidenschaft"! In diesem Podcast geht es um Motivation, Business, Mindset und alles, was dich dabei unterstützt, deine Ziele zu erreichen und deine Träume zu verwirklichen. Ich bin Rico Kobernick und ich werde dich auf dieser Reise begleiten. Ab und zu werden wir auch Experten zu uns ins Studio einladen, um von ihrem Wissen und ihren Erfahrungen zu profiti Explicit

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This episode was published on April 15, 2024.

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If you’re a financial advisor / insurance agent and you want more leads, more money, and to hit $15,000 - $25,000+ per month consistently, this is for you. I'm hosting a FREE TRAINING called The Inbound Leads Masterclass  In the Masterclass I’ll be...

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