What s Important to Me? Core Values Exercise When it comes to realizing your dreams, it s important to connect with the things that are valuable to you at a core level. Reflecting upon what makes you tick can help you identify these core values. Let me give you an example. Two of my strongest values are family and freedom. Therefore, when I write down what a perfect day would look like for me, it s not going to include anything that takes me away from my family for long periods of time, or anything that ties me down to the same schedule every day. What are your core values? We have provided a list of common values below, with extra spaces for you to write in your own ideas. You might be tempted to check all of these boxes because they all sound good! But which SIX values really drive your choices in life? Family Friends Health Happiness Balance Security Humor Fun Adventure Environment Freedom Understanding Honesty Vitality Prosperity Integrity Safety Peace Confidence Recognition Abundance Faith Adaptability Constant Learning Professionalism Spirituality Diligence Intelligence Love Directness Sustainability Tradition Boldness Resourcefulness Balance Success Wisdom Risk Taking Transparency Respect Results Speed DAILY SUCCESS PLA NNER AND JOURNAL vii
MY 3 CORE COMPETENCIES When you focus on your core competencies and farm out the tasks that eat up your day, you produce more in a day and the quality of that work rises. You are working in the zone! vi THE WEALTHY SPEAKER
MAPPING OUT YOUR VISION Perfect Day in Your Life 5 Years From Now Take some time to map out what you d like to see happening in your life five years now, Wealthy Speaker style. Pretend that all of your goals have come to fruition. Use terms like I have, I surround myself with, and My business produces Write it as if all of your dreams have already come true. As you envision your perfect life five years from now, address questions such as: How do I spend my time? How much do I earn? Where does my revenue come from? What is my home(s) like? Who do I surround myself with? What do I do for fun? Where do I travel and vacation? What kinds of stuff (furniture, cars, boats, etc.) do I own? How do I feel about my life? You get it; write down all of the fun things that you desire for both business and personal in your journal, an entry we call The Perfect Day In My Life Five Years From Now. viii THE WEALTHY SPEAKER
30/60/90 PLANNING Begin with the end in mind. Stephen Covey Now that you have done your Perfect Day in Your Life 5 Years from Now, let s take some of those ideas and turn them into goals for the next 30, 60 and 90 days. When you have a lot of ideas, it can get overwhelming. This sometimes happens to me, but I find breaking them down into smaller chunks really helps. Go back through your 5 Year Vision and see what things need to go into your 30-60-90 planning. For instance, if you have a goal to do a TED Talk, one of your 60-day goals might be Research TED Talks find out what Ted Talks are running nearby and how to apply. 30-Day Goals 60-Day Goals 90-Day Goals DAILY SUCCESS PLA NNER AND JOURNAL xiii
Monday morning intention CLIENTS TO CONNECT WITH THIS WEEK Date WHAT S THE THEME FOR THIS WEEK? WHAT MODE AM I IN? Ready Aim Fire WHAT WOULD MAKE ME FEEL GREAT ABOUT THIS WEEK? WHAT ARE MY MARKETING INITIATIVES THIS WEEK? Weekly Blog Post Initiative Weekly Broadcast Email to List Weekly Podcast Books and other products Social Media Engagement Contests/Giveaways Facebook Advertising Google AdWords OPP s (Other People s Podcasts) Guest Blog Posts Articles for Trade and Business Magazines Webinars Video Promos/Vlogs/Live Streaming Collect Testimonials Ask for Referrals Doing It Now Need to Add/ Improve DAILY SUCCESS PLA NNER AND JOURNAL 1
Morning ritual Date What type of day is this? Clean Up Day Strategy Day Sales Day Free Day Travel Day Writing Day Presentation Day Client Day INTENTION FOR TODAY WHAT AM I GRATEFUL FOR? WHAT DO I HAVE GOING FOR ME? HOW WILL I FEED MY MIND, BODY AND SPIRIT TODAY? MY MANTRA What do I want to accomplish today? 2 THE WEALTHY SPEAKER
Weekly roundup LESSONS LEARNED Date WHAT WERE YOUR WINS THIS WEEK? CONFIDENCE BUILDERS How will I rejuvenate this weekend? (If you are speaking, make sure to set aside a weekday) DAILY SUCCESS PLA NNER AND JOURNAL 9
30-day roundup WHAT ARE MY 30-DAY GOALS? Date WHAT AM I MOST PROUD OF THIS MONTH? WHOM DO I NEED ON MY TEAM? WHAT SCORE WOULD I GIVE MYSELF? Rate from 1 5 Doing My Daily Ritual Taking Care of Me Moving My Business Forward Family and Friends DAILY SUCCESS PLA NNER AND JOURNAL 45
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