By: Daniel C. Finley

How to Keep Score of Your Success

Have you ever wondered why most sports teams use a score board during a game?  The answer is obvious; they want to know who won and who lost. What if you looked at your daily activities the same way, as a game to win or lose? Would you want to know? If so, then it’s time for you to learn how to keep score of your success!

John C. Maxwell said it best, “The secret of your success is determined by your daily agenda.” I believe this quote to be true and that’s why I created the Daily Score Card to do just that.

A Daily Score Card is a system of measuring your productive activities so that you can reach daily goals. This is a tool designed to help keep track of daily activities and it allows you to time block, assign point values to activities, keep track of total daily points and give yourself daily and weekly rewards to keep you in line and accountable with doing the activities you need to achieve success.

The following describes each type of Daily Score Card.

Example 1: The Detailed Daily Score Card

This score card is a detailed account of the tasks that you would do in any given time blocking period. Each task has a point value system which is recorded at the end of the time block. There are daily targeted points. If this is accomplished you reward yourself if not you assign a consequence.

John C. was a five year veteran financial advisor who had been a CPA before making a career change. He was a detailed oriented person. He said that he needed help with time management and staying motivated. So, I showed him a sample of The Detailed Daily Score Card and he immediately took to the process. Within a few months he was more productive, less stressed and felt in control of his day!

Example 2: The Activity Daily Score Card

This score card is similar to the Detailed Daily Score Card in that it records point values for each activity accomplished but it is less detailed around when to accomplish each activity. One example in this score card, is that you record dials all day long but in the previous score card you would only record dials during the Prospecting Time Block.

Bill J. was a fifteen year veteran financial advisor who was very results driven. His method for measuring success was simply to record how many dials, contacts, appointments set, appointments held and new accounts established each day. He was the perfect person to use The Activity Daily Score Card. As a result, within a few weeks he had more prospects in the pipeline than he could remember having in years!

Example 3: The Transactional Daily Score Card

This score card is much less detailed in nature and is geared towards daily commissions or setting appointments. This is a perfect score card for the financial advisor who runs a transactional business but it can also be tailored to the financial advisor who is trying to build their business with face-to-face appointments.

Tom G was a thirty plus year veteran financial advisor who said that he wanted to grow his business back to where it was before he moved to his current brokerage firm. He explained to me that he had a large natural market of professionals that worked downtown within walking distance of his office.

We mapped out a campaign that hinged on contacting his natural market and setting appointments so that he can find out about what they are doing and offer a free financial plan. I showed him The Transactional Daily Score Card and he immediately began the process. As a result, he gathered six million in new assets in six months and had fun doing it!

Why Using a Daily Score Card Works

It is important to understand why the Daily Score Card system works so well. The reason is because it allows you to focus on daily activities and be accountable via reward or punishment depending on your outcomes. In addition, when used on a consistent basis it fosters new productive habits which in turn generate a greater degree of success!

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