Summary

June is the month to stop and look. A six-month audit is the most valuable two hours an ELP can spend right now. Step out of the business, look at it from the outside, and answer three questions.

What does winning look like?
What plays work every time you run them?
What is broken that I can fix in Q3 and Q4?


This episode is the answer to the second question, the 7 plays I would run over and over to stabilize a business and most often add real production over the next twelve months. The weekly planning session. The next 10. 1=3.. The pipeline at 150% to 200% of goal. The post-closing process. The three rocks of marketing. And boundaries. Each one maps to a pillar of Take Flight, because this is not a list of tips. It is the framework boiled down in one podcast episode to what actually moves a business.

Different advisors sit in different places. The purpose is the same. Build the business so it fits into your life. Filter out the noise. What I give you in this episode are the signals. You just have to run the plays.

Chapters

00:00 Introduction and Purpose of the Audit
04:54 Seven Plays for Business Success
15:56 Conclusion and Call to Action

Resources

Jim Miller's Website - https://askjimmiller.com
Instagram - @askjimmiller

Summary

Jim Miller shares a strategic approach to business reflection and planning for Q3 and Q4, emphasizing the importance of defining what success looks like, focusing on basics, and addressing cracks in your business. This episode provides actionable questions and tips to optimize your business performance.

In the episode, Jim walks through why Q3 is the heavy lifting quarter and Q4 belongs to your people.

If you do one thing this week, book the meeting with yourself before July.

Listen to Episode 329 here.

Chapters

00:00 Reflecting on the First Half of the Year
02:46 Setting Goals for Q3 and Q4
06:10 Defining Success and Basics
09:01 Identifying Areas for Improvement
11:53 Utilizing Tools for Better Engagement

Summary

Jim shares a change he made a year ago that reframed his whole year. He moved his vision cycle off January first and onto July first. The reason started personal, tied to his daughters and a three-year path, but it exposed a better way to run a vision cycle for most real estate markets.

January is a no fly zone, with no momentum coming out of the holidays. Starting the cycle where the season actually turns puts the heavy lifting in Q3 and Q4, where it belongs, and turns June into a true review month.

Jim connects this to last week's message on the basics. The advisors truly winning know what works, build SOPs around it, and run it consistently. The ones without momentum chase everything except the network. A vision cycle is how the basics get rebuilt and reinforced, one quarter at a time.

This episode is the bridge from reflection into action. June to review, July to set the cycle, Q3 and Q4 to do the work that makes trapped become free.

Inside this episode:

1. Why it's hard to build real momentum in January, and what to use instead.

2. How to pick a vision cycle start date that fits your season.

3. Using June as the review month, the 13th week in 12 Week Year terms.

4. The quarterly rebuild rhythm. Tear apart, put back together, let it run.

5. How the basics and the network sit underneath the whole cycle.

This is your coaching session.

Chapters

00:00 Reflections on June and Personal Milestones
10:14 The Importance of Vision and Planning
20:13 Operational Excellence and Business Growth
24:01 Philosophical Insights and Future Directions

Resources

Find me on Instagram at @askjimmiller

12 Week Year by Brian P. Moran - https://www.amazon.com/12-Week-Year-Focus-Execution-Discipline/dp/1118509234

Traction by Gino Wickman - https://www.amazon.com/Traction-Get-Grip-Entrepreneurial-Operating/dp/1936661837

EOS (Entrepreneurial Operating System) - https://www.eosworldwide.com/