Five Things to Do Before December 31st
We're just a few short days away from 2017!!!
I don't know about you, but I'm ready for 2016 to wrap up and to BRING IT ON for 2017. My guess is you are ready to, too.
But before you countdown and clink glasses at 12:00am January 1, 2017 to celebrate the new year, here are five things to do before first. They won't take long, and they are simple ways to not only look back at this year but to get your head and your heart ready for the next.
1. Writing exercise: What did I learn?
When you think about 2016, what did you learn about yourself? Your career? Your habits? Your relationships? Your finances? Your health? Make a list of all the learnings you had. Let your mind go and just jot down anything that comes to mind. I bet it's more than you realize! Once you write it down, reflect back to what happened to lead to this learning. What got you to that point? What did you learn about yourself, where you are right now in life, that you didn't know before? It's important to pinpoint the specifics, because this awareness will help you on your journey forward.
2. Say thank you.
Think about this past year and everyone who helped you along the way, or just did something nice for you. Maybe you have a colleague who always treated you to coffee (like I had!) or perhaps a friend was there for you during a difficult time, and really listened. Whatever or whoever it was, think about how you can thank them. A simple handwritten note or card goes a long way, especially this day and age when everyone is glued to their phone! Whenever I receive a card or handwritten note, I am always so nicely surprised. Make a list of who needs to be thanked, buy some notecards, and get writing!
3. Say goodbye...
To things and people who don't make you happy or add to your life in some way - and vice-versa. If you can't say goodbye, think about creating a healthy distance from them. Life is too short to be in bad company, in a negative place, or with habits that only hurt you or others. Plus, the more these negative people, influences, or habits take up space in your life, the less space you have for the better, positive things and people that will bring your more joy and happiness. Our lives can only hold room for so much, so really consider what's being held in yours.
4. Get excited! And write it down!
The new year is around the corner. New opportunities. New goals. New adventures. Allow yourself to drift into a happy place thinking about all the awesomeness this new year may bring. Maybe it will bring a new relationship, a new direction in your career, or newfound courage to go after something you've been thinking about. Once you get excited, allow your mindset to shift into this positive place. Write down your "What I want in 2017" list and don't hold back. As you can see, I'm a firm believer in writing things down! Last year I wrote down that I wanted to become a Huffington Post writer, and just a few weeks into 2016 I did it!
5. Decide your priorities and goals for the new year.
So maybe you want to drop 10 lbs., go on three dates a week, and get promoted by March. It's great to have goals, but make sure they are realistic and won't drive you further from them before you get in the groove. The best way to achieve your goals is by taking small, measurable steps. Typically, when we try to do it all, or take too big of a step, we end up getting not very far. Decide what your top priorities are. Write them down, and then decide what action items you will take and when you will take them, to help you get there. Consider enlisting in support - like a friend, coworker, therapist or coach - depending on your specific goals. Remember that success is never really done on one’s own, and it is totally, 100% OK to ask for help!
Alright, now that you have those five quick tips - go for it!
Choose a Client Portal as Wisely as Choosing Your Dog
People tell me that dogs are a sign of how the dog owner feels about him or herself and what they value. I agree.
The 6'9" man with the tiny dog tells me that he values love, being cuddled and protected. The scruffy 5'9" man with the two greyhounds tells me he values the feeling of being stately and proper. And the woman with the fancy white poodle values feeling sharp and noticed.
A consumer portal is no different.
The portal and contents send a clear message on what the business values the most and wants its clients to value. If the portal showcases investment performance, the advisory firm is telling the client that investment performance matters the most.
If the portal accentuates a person's net worth or probability of reaching their financial goals (2nd home, college, retirement), the advisor is telling the client to care most about achieving their goals and watching their bottom line.
So before your business chooses a consumer portal, think about the message you want to send to the public and clients. It is no different than the message that your dog is publicly sharing about you. What you choose tells others what you value. And just like a dog, you can't return the portal so easily. So choose wisely.
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