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Month Focus Scheduled 04/30/2020 - Coggle Diagram
Month Focus Scheduled 04/30/2020
Big Rocks
Work on Marketing System
Figure out issues with contact notes (assigning without opportunity) not being available to team Scott Leroy :question:
Send Email today
Lead Generate 3 Hours
Get Home for no later than 8:30
Create routine of putting your schedule in the calendar every day before leaving the office
Iron and pick clothes for the week. Use your day labels
To Do’s
Workout
Take vitamins
:check:Read Bible & Pray
Review Payments Emails from AMC's/Clients
Put schedule in your calendar online
Work on having clothes ironed and ready for next day
Develop work out routine daily
Get back to writing and ready books every morning
Finish your Men's Devotional book this year if possible
:check:Send CIA Announcement reminder
:check:Make Video for Rhema
Stocks
Index Funds
Long-Term: All Star Team, VOO, :check:VTSAX, etc
:check:Get REIT as well Index
:check:Symbol: O
See about Bond Index as well
Learn about Fund Families and allocations
Bonds for Hedge
Individual Stocks
No more than 5 at a time
Long Term Trading Last
May not be your strategy
Performance
Learn how to research management
Learn what items mean
Beta
Market Capitalization
Competitive advantage
Staff Meeting
Database