What would happen if...?
 
                                                      Jim Charette
                                            Your Success is My Business
                                                     973-537-8848 
                                                 jim@jimcharette.com

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A newsletter for financial advisors
featuring unique ideas and sales techniques to help grow your business.
 
This newsletter is written by a former Merrill Lynch financial advisor
with 25 years of sales experience, who also worked for The New York Times and the Dale Carnegie Training organization.  I now work one-on-one with sales professionals to help them take their business to the next level.
 
Vol.19                                                                                              July 2009
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FOCUS
Staying focused is not an easy task. 
 
 
 
The distractions caused by recent events--from mergers to payout cutbacks, market conditions, decreasing sales--have made keeping our eye on the ball harder than ever.
 
And that's a problem, because your business is the sum total of those issues you choose to focus on. In fact our lives, jobs, relationships and earnings are the sum total of what we choose to focus on. 
 
What you decide to zero in on creates your experience, and choosing those targets wisely is the key to success. 
Click here to send me an email and write the word "focus" in the subject line.  I'll send you a document that will help you sharpen--and maintain--your focus.

Here's what a some of my clients have to say about how I've helped them focus and achieve greater results:
 
"I began working with Jim about three months into my transition to UBS after 14 years with another major firm. He has helped me to refocus my energy on building my business through asking for referrals, not only from existing clients but virtually anyone I interact with. As a result, many more client acquisition opportunities are presenting themselves and I am enjoying my practice more than I have in a long time." -- Dan, Vice President, UBS
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 "Jim's process has focused me on asking the right questions in a more proactive way (with the goal of producing a desired result). The extra effort has resulted in ...face-to-face client meetings that will allow me to redefine goals and expectations, implement (more business), pull in more assets, and get referrals." Steve, Vice President Major securities Firm
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"I'm more focused on having a different and more productive conversation with my clients than I have had before." -- Mark, Vice President, Merrill Lynch
 
 


Need help focusing on maximum asset accumulation?
 
Give me a call. 

973-537-8848

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Best Regards,



Jim Charette
Your Success is My Business
973-537-8848
jim@jimcharette.com