The Fixed Activity Commitment Chart was developed to help you focus on things that you can control in your daily life. Accomplishing something that you are committed to each day gives you the validation that you are doing a good job. Thus, activity leads to validation which leads to good attitudes which leads to results.
The formula looks like this: ACTIVITY X (VALIDATION + GOOD ATTITUDES) = RESULTS
Top performing firms conduct monthly Clientbuilder study groups for advisors as an opportunity to come together with peers to share ideas and hold each other to the goals each has set. HPN’s Clientbuilder boards are utilized in monthly meetings to collect activity numbers and facilitate conversations around accountability. Use this tool to help create a culture of support, accountability, and transparency among advisors.