Friday, November 22, 2024

Following the Numbers

June 13, 2022 by Jesse  
Filed under Integrations

Hello Neothink Society, hello Charlie, hello Mark,
I work for a large financial company, in customer service. I’m part of a department in a department, many levels removed from the leadership of the enterprise. That being said, i have started to view my daily activities as both fun and through the eyes of numbers. How many new clients have we made? How many institutions to we serve? is it less or more than a year ago or a month ago? How are individual advisors doing in relation to their goals? What are the roadblocks and areas of improvement? None of this has lead to any breakthroughs yet, however, this has helped to to start thinking about the business in a new light. The mini-day ,while not perfect, has increased productivity, and allowed me to create value by revamping training programs for newly hired reps in my department. Turns out i love teaching and training people. Maybe not my FNE, but a lot of fun. My manager started talking to me about a promotion, contingent on continuing to create value and drive numbers for the department. Along with the new-found passion for my job, i have started branching out into other activities, athletics and community service to continue searching for my FNE. I feel energized and younger, better than I’ve felt for a long time. I am shaking off stagnation and moving forward to increased production and even a little creation. I want to start a club in Charlotte, NC at some point, and use this to focus on the Twelve Visions Party candidates and campaigns. While these steps are a ways off, i am starting to see the steps and action items needed to achieve this. My big problem is I usually get ahead of myself, so I am focusing on my personal growth and my family, feeling more and more grateful for them each day. Looking forward to the level of insight and training. Thank you for helping me open my eyes, and to start seeing what is actually there.

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