“Don’t fear the work. Don’t commit halfway either, hold yourself accountable.” This is Gabe Markley’s advice to advisers about tracking daily work activity. He admits he wouldn’t be anywhere in business without plain old organization. The 28-year-old agent at New York Life in Wichita, Kan., says he owes all his successes to some simple tracking techniques that allow him to monitor his daily workload, analyze the data for trends and make course corrections to ensure future success.
All this sounds basic, but not all advisers are doing it and could learn a thing or two from this young go-getter. He says the bottom line is that it allows him to stay focused on the prize at all times: making the sale.
