Tuesday, January 23, 2007

9.00-10.11 Plan, goals, and review
10.12-11.22 research
11.23-12.13 ate, 3 phone calls, prepared for meeting
12.14-1.17 travel
1.18-1.59 chubb meeting
2.00-2.56 book research
2.57-3.47 travel
3.48-5.26 wrote two letters to be sent off tomorrow
5.27-6.39 ate
6.40-9.43 read, review, meditate on plans, 2 phone calls

I believe I found the perfect company to build out my insurance operations. The company has been around for 100+ years, focused on businesses and high net worth individuals. Global in nature and in the top 10 in regards to money and insurance assets in US. I am happy to say that I have achieved my cdl goal. I will be in class on weekends till April 1. I have been reading and reviewing a lot of different books. Researching their foreword and outline and how close they are all related. I have been expressing my book idea and collecting a lot of thoughts. As I become clearer with my book intent, the goal is to stay on purpose as I listen to other views. I am finding reading others books as an author changes the book experience, specifically as I have been more conscious of the framework. As I have a somewhat free day, meaning I am staying in the office for a better part, I will focus on some of the other 90 day tasks that I have set aside for tomorrow.

Friday, January 19, 2007

1/18/07

I had a whirlwind day. Found out partner has included me in the upcoming Feb weekend class. Finished up partners website, initial, and began working on phase 2 of the website, new interface and funcitionality. Found the ideal template, will begin creating it on the weekend.

Time Schedule

9.00-10.12 goals, plans, appreciations
10.12-11.23 7 phone calls to business associates
11.24-12.58 - company research, sent 3 proposals
12.59-2.21 - 3 phone calls with business associates; new projects, upcoming projects, current projects
2.22-3.05 got ready for meetings
3.06-3.49 traveled
4.00-4.20 met with client about upcoming projects, expressed interest in one
4.21-4.40 travel
4.41-5.00 met with new prospect about some software business development, must review application to decide.
5.01-6.00 travel and read mono.
6.01-7.43 networked and met 10 new persons.
7.44-8.23 travel
8.24-9.25 rested and ate
9.26-2.23 worked on website

Wednesday, January 17, 2007

1/17/006

I have missed a few days and must say it I missed adding a new entry. I spent the last few days speaking to my advisors about blog and which areas I need to focus on to improve. How many days it take to form a habit. I only ask that question because of my missing of adding a new entry.

Based on the feedback from my advisors and some internal conflicts I have been experiencing, I have decided to publish my thoughts and my time schedule each day. As I have been spending a good amount of time transferring my activity for each of my tasks daily, I have opted to publish the tasks I wish to accomplish for the week on Sunday. This way I will be able to recount my task weekly and monthly.

Jan 14-20
1. Infinity FX 35 - Contact two dealers/sellers and see what price and financing I can negotiate.
2. One Recruit - Create an outline of the 10 chapters; Explore the sections of the first 3 chapters.
3. Partner with Titan - Create 10 questions to have partner ask CEO.
4. Add 2 certificates of CPCU program - Ask 5 insurance companies how this program will
benefit their operation.
5. Pay up bills - Determine 2 bills I can pay up and pay them.
6. CDL - Purchase partners website url, create, and upload website.
7. 3 lines of insurance - Contact 5 insurance companies and ask 5 questions and set interview.
8. Bond fund - Read 5 prospectuses; Spartan Gov, Spartan Invest, Strategic Inc, Total Bond,
Us Bond. Order category from smart money.
9. Create $5000 monthly income stream - Send out 5 proposals to companies of interest

Time Schedule
9.00-10.14 Reviewed goals and plans
10.15-11.23 Reviewed companies of interest sent out 2 proposals - Cox and Tmp Worldwide
11.23-11.58 Spoke to two associates and got ready for meeting
11.59-2.30 Traveled to meeting, read 5 chapters of Monopoly
2.30-3.45 Meeting with client about website
3.46-4.25 Travel
4.25-6.28 Created one recruit outline and 3 chapter sections.
6.28-7.23 Travel
7.24-8.39 Ate dinner
8.40-9.11 Wrote in blog.

I have come to realize that I am always working on researching. It has been noted that I should record all the time I am working on my business. Considering as I conclude this blog, I am going to read and research till bedtime. My day is filled with working on my goals and tasks.

Completed One Recruit task.

As I was working on the task, the idea of creating the book so that it can be read both front to back and back to front (similar to the movie pulp fiction). The benefit of thinking in these terms were serve the reader as one who is ready to apply and also one who is still thinking about applying.

Outline
Foreword
Chap 1 CEO in Training Chap 2 Be the Driver Chap 3 Operations
1. End Game 1. Are you thinking $'s or $$$$'s 1. Personal
2. Visualization 2. Choose 2. Business
3. Mental Atitude 3. Regardless, you ARE 3. Partnerships

Chap 4 Investments Chap 5 Advisors/Mentors Chap 6 Challenge
Chap 7 90 days Chap 8 Time Mgt Chap 9 Personal Development
Chap 10 Spiritual/Beliefs Afterword Application
Bibliography

Saturday, January 13, 2007

1/13/06

In most of my tasks – I declared today Day of rest, which means I didn’t perform any physical action towards its completion. Thinking was the action today. I have been reviewing my week, looking at what I did that was right, or shall I say moved me forward, and how I can improve. I have been contemplating whether I should schedule each task and set time. I have been fighting this idea yet realize it may be increase my productivity 10 fold, specifically as I consider my consulting-income stream time.

As I have set the 2007 corporate guide, coming up with 2/3 ways of hitting each target would be better served through my project allocation time schedule. I implemented my dial a principle service. I amaze myself everyday. It’s a comforting feeling to know my mentors are a single dial away.

Operating Bond Fund by day 90
January – Read 25 Bond prospectuses
Read investment grade bond. Received my Smart money annual report and prospectus guide. Although these are all “Smart Money” funds it will allow me to order reports from specific industries in a phone call.

Earn Sales in 3 lines of Insurance by day 90
January – Find Insurance advisor-mentor-sponsoring agency
Day of rest

Create a guaranteed $5000 income stream by day 90 and for reoccurring for next 3 months
January –
Earned money practicing my presentation skills for 4 hours.

Trucking business line open and operating by day 90
January – Get license and/or know when I will have it.
Day of rest

Pay up Bills by day 90. 8730, 17.460 3 months
January – 8730 ($7,957.59)
Earned money practicing my presentation skills for 4 hours.

Add two certificates by day 90
January – Know which 2 certificates
Day of rest

Driving Infinity Fx35 by day 90
January – Determine if Lease or Buy
Day of rest

Partner with Titan Technology by day 90
January – Set interview meeting for first week of next month
Day of rest

One Recruit – Outline, Foreword, Chapter One by day 90
January – Outline
Day of rest

Friday, January 12, 2007

1/12/06

Very interesting day. Had a lot of fun honing my presenation skills. Got my dial a friend working which may become a unique business opportunity as I consider all the marketing promotional usage opportunites. I will add 15 more before I communicate en masse.

Operating Bond Fund by day 90
January – Read 25 Bond prospectuses
Read Inflation Protected prospectus (TIPS). Each fund that I have read so fare states that it can be converted or invest in anything it wants regardless of what it states now. Granted I understand the reasoning, still makes me question it. Returns were low yet what can your really expect from an inflation bond.

Earn Sales in 3 lines of Insurance by day 90
January – Find Insurance advisor-mentor-sponsoring agency
Thought about the few agents and agencies I spoke with this week. Have been considering the ideal situation. Do I go for office and working environment ease or choose experience. At the very least, one has got to learn something being in the same industry for more than a decade.

Create a guaranteed $5000 income stream by day 90 and for reoccurring for next 3 months
January –
Earned money practicing my presentation skills for 4 hours. Sent 3 thank you letters off to clients and prospects.

Trucking business line open and operating by day 90
January – Get license and/or know when I will have it.
Thought about the website and researched domain name. KeyStone-Trailers.com is available. Have to check with partner to see if that works.

Pay up Bills by day 90. 8730, 17.460 3 months
January – 8730 ($7,957.59)
Earned money practicing my presentation skills for 4 hours.

Add two certificates by day 90
January – Know which 2 certificates
Decided I have achieved goal and will complete the CPCU program. Next task, determine class and test time, cost.

Driving Infinity Fx35 by day 90
January – Determine if Lease or Buy
Visualized.


Partner with Titan Technology by day 90
January – Set interview meeting for first week of next month

Thought about what book(s) I could refer to, to prepare the questions for Wade to ask. The Sales Bible definitely, what else?

One Recruit – Outline, Foreword, Chapter One by day 90
January – Outline
Reviewed the past two outlines to determine framework.

Time Schedule
6.45-7.15 – Travel
7.16-12.05 – practice my presentation and communication skills
12.06 – 12.46 – relaxed and enjoyed downtown neter and meditated
12.46-1.31 traveled back to house
1.32-2.15 – cleaned up outside of house
2.16-3.12 – read and meditated
3.13-5.46 – appreciation and goals, read

Thursday, January 11, 2007

1/11/06

Today was a good day. Spent most of it traveling from place to place. Came up with an advisor idea, implemented first phase. It’s amazing that I have read so many books and have very few notes to refer to. The books are all highlighted yet I never put all the ideas in book to refer to. Started one yet no financial information.

Operating Bond Fund by day 90
January – Read 25 Bond prospectuses
No Activity

Earn Sales in 3 lines of Insurance by day 90
January – Find Insurance advisor-mentor-sponsoring agency
Set appointment with Rena Normond for Monday.

Create a guaranteed $5000 income stream by day 90 and for reoccurring for next 3 months
January –
Set Security Business Development opportunity appointment for Monday

Trucking business line open and operating by day 90
January – Get license and/or know when I will have it.
Refined the mission and objective of company.

Pay up Bills by day 90. 8730, 17.460 3 months
January – 8730 ($7,957.59)
Paid up 607.41

Add two certificates by day 90
January – Know which 2 certificates
No Activity

Driving Infinity Fx35 by day 90
January – Determine if Lease or Buy
Physically touched two.

Partner with Titan Technology by day 90
January – Set interview meeting for first week of next month
No activity.

One Recruit – Outline, Foreword, Chapter One by day 90
January – Outline
Foreword - Manual Chap 7 – Choose to Succeed
Chap 1 – CEO in Training Chap 8 – Personal Development
Chap 2 – Be the driver Chap 9 – Meditation and Visualization
Chap 3 – Time Management Chap 10 – Spirituality
Chap 4 – 90 Day Plan Afterword – Challenge to Myself
Chap 5 – Operations Application
Chap 6 – Lines of Business Bibliography
Time Schedule
10.00-10.58 – Appreciations and goals
10.58-11.06 – responded to emails
11.07-11.53 – read neter and meditated
11.54-12.21 – got dressed, cleaned front of house
12.22-12.31 – spoke to rena, daya
12.31-1.28 – spoke to cedric about cdi
1.28-2.46 traveled to Decatur, ran some errands, traveled to book store
2.46-6.04 – worked on outline and came up with new idea.

Wednesday, January 10, 2007

Operating Bond Fund by day 90
January – Read 25 Bond prospectuses
New Market Income bond; Nice record and return.

Earn Sales in 3 lines of Insurance by day 90
January – Find Insurance advisor-mentor-sponsoring agency
Went to Allstate – met with Ken Gipson (good energy), Called JW Richards referred contact.

Create a guaranteed $5000 income stream by day 90 and for reoccurring for next 3 months
January –
Met with Johny B he is going to refer to me a 2 of his colleagues. One of the I know, will call tomorrow. Spoke to an associate about software Business Development opportunity.

Trucking business line (Keystone Trailers) open and operating by day 90
January – Get license and/or know when I will have it.
Spoke with partner. Agreed to me taking the class on the weekends starting Feb 1st. We also talked about strategy and the agreed positive outcome of a business partnership.

Pay up Bills by day 90. 8730, 17.460 3 months
January – 8730 ($8,539),
Received payment for prior service $300.

Add two certificates by day 90
January – Know which 2 certificates
Researched and am considering the CPCU program – 8 classes. Liked the general direction and will allow me a unique knowledge advantage.

Driving Infinity Fx35 by day 90
January – Determine if Lease or Buy
Physically touched one.

Partner with Titan Technology by day 90
January – Set interview meeting for first week of next month
Reread management profiles, went through the full site and go back to reading the forums. Come up with 10-15 Questions to have Wade ask.

One Recruit – Outline, Foreword, Chapter One by day 90
January – Outline
Foreword Chap 7 – Investment Operations
Chap 1 – Be the Driver Chap 8 - Vision
Chap 2 - Personal Development Chap 9 – Mental
Chap 3 – Time Management Chap 10 – Spirituality
Chap 4 – 90 Day Plan Afterword
Chap 5 – Business Oper Dev Application
Chap 6 – Comm. Sales & Mkt Bibliography

Time Schedule
9-10.42 Goals and appreciations
10.42-12.02 spoke to trucking partner
12.02-12.25 dressed
12.26-1.05 travel time
1.05-2.00 spoke to Johnny B about opportunities
2.01-2.15 travel to borders
2.16-2.47 outline for book
2.47-3.00 spoke to wade about titan
3.04-4.05 traveled to allstate
4.06-4.47 met with ken gipson of allstate
7.00-9.46 read finished working on goal

Tuesday, January 09, 2007

1/9/07

Great day. Celebrated with a drink of bliss.

Dale Carnegie – Give honest sincere appreciation.


Operating Bond Fund by day 90
January – Read 25 Bond prospectuses
High Income, High Focused Income, Capital Income

Earn Sales in 3 lines of Insurance by day 90
January – Find Insurance advisor-mentor-sponsoring agency
Went to Allstate - called Ken Gipson, Called JW Richards referred me to two Independent agents to sponsor me with terms

Create a guaranteed $5000 income stream by day 90 and for reoccurring for next 3 months
January –
Called back to assist with communication company. Dan Shelton referred software Business Development opportunity.

Trucking business line open and operating by day 90
January – Get license and/or know when I will have it.
Wrote business 2-page business plan. Darn good

Pay up Bills by day 90. 8730, 17.460 3 months
January – 8730 ($8,565),
Called back two companies in the past. Will visit one tomorrow.

Add two certificates by day 90
January – Know which 2 certificates
Signed up with AICPCU.

Driving Infinity Fx35 by day 90
January – Determine if Lease or Buy
Called to check the color of one I saw.

Partner with Titan Technology by day 90
January – Set interview meeting for first week of next month
Read 2006 news.

One Recruit – Outline, Foreword, Chapter One by day 90
January – Outline
Thought about the outline and reviewed 5 books.


8.00-9.08 – wrote out goals and appreciations
9.08-9.30 – read 2006 titian news
9.31-9.47 – read neteru
9.47-10.12 – read for aicpcu site
10.13-11.00 - fidelity focus high income
11.01-11.53 - 25 puts, calls to allstate, spencer, jw
11.14-12.33 – walk to allstate
12.34-12.54 – read dale Carnegie
12.54-3.04 – traveled to see friend about this weekend, got phone calls returned
3.05-5.20 – worked on bplan.

Monday, January 08, 2007

I spent the better part of today comparing and refining my one year and 90 day goals. Many were parallel and had me achieve a specific industry line of business opening, operating this year with XX amount of dollars sold and earned. To get better at operating my business I figure that identifying the year-end goals, broken down by quarters, I should achieve the end goal. Yes I know, this is obvious and standard practice in most businesses. It’s funny how we lose the fundamentals. Defense wins games. Defense wins game.

Each goal is part of a bigger picture. My task is to create the initial end game and work backwards. To assist, I have spent day preparing my plan book with a separate entry, instead of the journal style entry prior. As I don’t want to carry more notebooks, I am simply going to dedicate a page to each task, and write and work on that page to create so at the end, I simply able to rip out the pages, type, and easily organized one way to achieve such a task.

I am not going to making any entry to each goal today. Although I did work on them, it was more on the refinement the achievement although clarity of vision, creates the foundation.

Time Schedule
8-10.01 Worked on refining one-year goals and 90-day plan
10.02-11.16 goals and appreciation, daily activity creation
11.16-12.15 read neter, meditated
12.15-12.25 25 puts to the green
12.25-12.47 Wrote in journal
12.48-1.15 read titan 2004/2005 news
1.17-2.58 read fidelity capital income prospectus (2 phone calls, 10 min each)
3.00-4.00 read chapt2 Dale Carnegie

Sunday, January 07, 2007

1/6/07

Today was spent assessing my past week. As I have learned to be fond of monitoring my time, I allowed today simply to flow and went with my impulses. Focusing on specific tasks for the day is a rewarding experience. I researched the new perimeter retail space (near H. Russell’s Manhattan) for insurance agency retail space. Gauged the foot traffic, prospects, and if any other agency shops are opened or opening for business. Granted there are many office buildings nearby yet I feel if I go with a brand name – it should provide a “realized” capital gain if to know one else but me.

Dale Carnegie – Principle 1 – Don’t criticize, condemn, or complain.

Operating Bond Fund by day 90
January – Read 25 Bond prospectuses
Decided to time read a Fidelity bond prospectus, then add 10 min and schedule the reading of all prospectuses on a similar time basis. Thinking about Goal for the month. Do I strive to open up bond fund or read a specific amount of prospectuses? Just decided. Will read 25 prospectuses.

Earn Sales in 3 lines of Insurance by day 90
January – Find Insurance advisor-mentor-sponsoring agency
Started to think about who would qualify as the best advisor, who would qualify as the best mentor, and what agency would provide the best platform for me to grow quickly. Should I look for an all in one, at least for 3 months, and then determine if the same person(s) still prove to be the best.


Create a guaranteed $5000 income stream by day 90 and for reoccurring for next 3 months
January –
The challenge I am having is determining the appropriate lines. Do I seek out a project, contract work, or placement to achieve goal or do I focus on my intended 3 industries of business. I have weighed both sides and continue to lean toward my 3 industries. Yes, I could go for a project, and then allocate my time. Or I could choose a single industry, build stream in that line and then go into the other industries. Multiple streams of income are my true goal. I have performed each of the following to great success and I love to multi-task. I am happiest when I have a lot of things going on. Today was supposed to be my day off yet as I traveled these here are my thoughts.


Trucking business line open and operating by day 90
January – Get license and/or know when I will have it.
I am really excited about this line of business. Decided to create a business plan around it and give to partner. When I build his website, I will leverage his brand name and expand it to operating in Atlanta. This way it will be a research and development investment.
(Idea – Advertising – Alternating Batman signal light set, snap on’s)

Pay up Bills by day 90. 8730, 17.460 3 months
January – 8730 ($8,565)
Paid up 165 – B.S. Review and Reconcile year, personal and corporate from bank statements.

Add two certificates by day 90
January – Know which 2 certificates
As I read the varying bond prospectuses, I will keep tab on their accreditation. I will monitor the varying certificates and report, which ones come up the most.

Driving Infinity Fx35 by day 90
January – Determine if Lease or Buy
Researched infinity dealers and local owners. 2005’s are hitting the market; price range is 25-32k, and miles low 20’s. As I call on dealers, could lead to auto insurance sales.

Partner with Titan Technology by day 90
January – Set interview meeting for first week of next month.
Create a plan with Wade to get us a meeting whereby we use our skills to partner with Titan for a fee.

One Recruit – Outline, Foreword, Chapter One by day 90
January – Outline

Networking
New Business Relationship investment – 19.43 (Cigar shop)

Friday, January 05, 2007

1/5/06

Secure $5000 income
I communicated my plan 3 times today. Submitted resume proposal, mailed 2 thank you cards.

Paid up bills; current $8,730; 3 mos $17,460
Calculated earnings to objective a and b.

CDL license
Called certification school, Every Monday is a new class. Start date 1/15.

Sales in 3 lines of insurance
Talked to Mike L. about his agency, sales, and the sponsoring company. Would like to speak to an independent agency as well as speak to an insurance company currently providing protection.

Start Bond Fund
Called Fidelity Investments, Researched Water Sec, Muriel Sieb, Jack White and co, and Charles Schwab.

Driving Infinity FX35
Smiled and did the Infinity wave.

Add to certificates to license
Decided to find an insurance agent who has the most licenses and certifications.

Interview with Titan Technology
Reviewed Oracle forum page 20

One Recruit
Talked to advisor about the first chapter and foreword.

Time

9-9.27 Goals, appreciations, and earning budget.
9.28-10.58 Titan Oracle forum review
11.00-11.22 Conversations with Mike Lang Allstate.
11.25-12.22 Website business process improvements with designer
12.22-12.36 Bandlink update with partner
12.37-12.51 Finish Oracle forum review pg 20
12.52-1.40 meditation, read neter
1.42-2.40 Called Fidelity, went thru site with Rep. Got ready for 5pm dinner meeting
2.40-2.58 Reviewed Fidelity site
3.00 3.48 Called client about website. Reviewed Fidelity site
3.48-4.47 Travel to dinner meeting
5.05-7.47 Meeting with qualified candidate, along with business partner

Investment
Research $55.84

Thursday, January 04, 2007

1/4/07

Secure $5000 income
Called Jimmy about contract with Win sonic. Reviewed Titan’s website. Stopped by to see Don Shelton, decided it would be best to email, phone call, then letter. Decided to send Donnelly a thank you card. Move closer to $800 driver paid class.

Paid up bills; current $8,730; 3 mos $17,460
Deposited $200 into account. Called Joe. Consulted client about business, secured website. Spoke to partner about project schedule completion, timeframe, and project size amount and quality creative designs and development, how one is a value appreciation and the other is a business principle.

CDL license
Spoke to partner. Partner provided a win-win solution whereby in exchange for a website he would fund license. We would need a 5-week turnaround to begin earning money. Partner convinced finding the work is easy.

Sales in 3 lines of insurance
Spoke to Fred today about his business, experience, history, and sales. Potential mortgage lending business. Provided me an AllState contact out of Stockbridge. Will talk tomorrow. Contacted Mortgage Hunters – Darius, checked how business was going and if has passed his real estate broker license. Taking it tomorrow (1/5/07). Still doing 20 a month. Called and talked associate Lenny Harris, He wants to open up a mortgage office here. Lenny and team do about 20/30 month in Maryland. Been operating for a 10 years. Got a contact from Marvin –Sean Dehaan.

Start Bond Fund
Decided to call the 5 provided OneStop Bond fund companies. Will call and request a
general prospectus from each, decided the best out of the 5, open up an account, start program. I will purchase 11 bond vehicle funds to create my Bond Fund. As I read and request prospectuses, it will become more clear on my bond intentions.

Driving Infinity FX35
Physically walked and look for visualization and manifestation.

Add to certificates to license
Researched the varying certificates. Class is starting. Will Register for site to see manuals, transcripts etc. Wow, Warren I am understanding and about to understand more.

Interview with Titan Technology
Researched website. Started reading the forums. Reviewed all strings and began reading the general string. There is 21 pages, finished one today. Figure I can read 2 a day and finish by the 15th. Next, read all the published news.


One Recruit
Spoke to Howard about my recruiting – application – CEO training program. As I spoke and listened to his body language and questions; compared the process to Msft, Apple, Goog, Yah, realized the beauty in the simplicity of the program. CEO and truck DRIVER – is interchangeable – and will be communicatively intertwined with each other to convey the mind frame and not the physical action.
Be the Driver – you (CEO) are appointed open up a line of business starting as the truck DRIVER. 1st objective is pass exam, raise $6400 fund for cdl certificate and license. Begin CEO training listening to two audiotapes per week while in the office. Each audio program must be listened to 3 times for the week. 2nd exam save XX amount of dollars to begin investment fund. 3rd objective open new line of business within 6 months.


Time Management
8-8.47 Goals and appreciation
8.489.54 Researched Titan and Harold Whaley.com
9.55-11.10 Read neter, meditated, excercised, got ready to travel
11.11-1.15 Made phone calls to Jimmy, Kathy about license picture. Traveled to Decatur, dropped off license, traveled to see Don Shelton, then traveled to meet with partner at barnes and noble.
1.16-1.30 Created 13 questions for 2pm conference call with Fred
1.31-2.00 talked with partner about time mgt, product quality, and time efficiency
2.01-2.45 spoke to Fred E about insurance
2.47-3.20 Consulted with client about business challenges and solutions
3.21-4.33 met with Howard F about his projects and 90 day plan action
4.34-4.57 wrote out what I did today for each of my 10 achievements
4.58-6.12 Looked for a meeting spot tomorrow
6.13 7.11 Called clients and business partner; filled in the achievement gaps.
7.11 – travel home.

Sales $0
Expenses
Marketing Investment$1.67 (sbux)

Wednesday, January 03, 2007

1. Secure $5000 income
- Meeting with Jimmy for 1/5/07
- Created $800 salary for driver taken class

2. Pay up bills; current $8,730; 3 mos $17,460
- Met with urbanposhture.com quoted website-eFlyer at $3k

3. CDL license
- Talk to partner to
1. consider outside investment
2. fund me to get cdl

4. Sales in 3 lines of insurance
- Talked to advisor (Roy) about Norma B – Erie Ins to set up meeting to discuss options
- Set conference call with Fred E. to discuss independent agency, captive auto/home, Terrence Elliott, and partnering

5. Start Bond Fund
- Considered contacting One Stop Bond shops, collected names and numbers of five
- Decided to contact the 4 Bonds Companies offered and will pick one out of each category to include in fund

6. Driving Infinity FX35
- Watched and appreciated 3 similar vehicles varying colors

7. Add to certificates to license
8. Interview with Titan Technology
9. One Recruit
- After communicating with partner about CDL (Nick) thought about how I can use my 90-day bplan journal. Came up with the title of Chapter 1 “Be the Driver”
- Recruit Program – Training
1. $800 week ($38,400 /yr)
2. 6 month audio program on the road (2 per week)
3. End of 6 month must have Recruited 2
4. Saved $3,840

Time Schedule 9am – 7pm
9-9.22 – Posted to blogger 10 things to accomplish next 90 days, Advisor (Anne) response
9.22-9.29 – Check and respond to yahoo business email
9.30-10.24 – Write down goals and appreciations
10.25-10.54 – Read spiritual book – Neter
10.54-11.16 – Meditation
11.22-11.58 – Call backs (Choo confirm meeting; Fredando; Amber), got physically ready for 1 pm meeting
11.59-12.45 – travel time marta
12.45-12.59 – Walked to meeting talking to Partner (Nick) about CDL funding solutions
1.01- 2.02 – Met with Arthur and Choo Choo about website and eflyer
2.03-2.37 – Decided against traveling to get chain, went to Office Depot got 30 day bplanning journal
2.40-3.00 Smoked a cigar and thought about conversation with Nick and Art/Choo, got idea for the drivers of the company and One Recruit first chapter title – Be a Driver
3.01-3.02 Called Fred E to set conference call tomorrow
3.07-3.17 – Thought about writing in journal and went to Barnes and Noble to get coffee and plan till my 5 pm meeting.
3.18-3.45 – Talked to Rahim about the Vawn website, urbanposhture website, other opportunities on the table, scheduled a meeting with him for tomorrow at 1pm
3.47-4.50 – Bond fund research
4.51-5.01 – travel time to meeting
5.01-5.25 – Got coffee and settled
5.25-7.02 – Met with Amber talked about her project, how I could help, and what I was doing.



Sales $0
Urbanposhture – $2-3k Potential

Investments $20.59
Supplies – 4.31 (office depot)
Marketing – 1.61 (f2O)
1.67 (starbucks)
Travel – 13 (marta 7 day pass)
  1. Secure $5000 monthly income – min 6 months guaranteed

Possible Solutions

A. Work with jimmy; work with him for approx 20 hours a week

B. Work with Titan; research company and have wade set up meeting

C. Monster jobs – 5 resume submissions a day

D. Randstadt – get a temp job to bring in some income while researching ideal contract and situation

E. Find a P/C insurance company, work as a producer that offers a salary and base…gain experience in the industry to create plan

  1. Pay up bills. Determine total amount ($___________)

Possible Solutions

    1. Join a company and negotiate a signing bonus
    2. Identify and contact the 5 people I know that need a website

i. Nick

ii. Nate

iii. Choo

iv. Vawn

v. Arthur

    1. SBA business – 100,000

  1. CDL license –
    1. Take 3-week course. Runs every 3 weeks.

i. Cost –6,400

1. $4000 course

2. $2400 $800/wk g&a fee

    1. Take weekend course – starting Feb 1st- April 1st. Runs every 9 weeks

i. Cost – same

Possible Solutions

    1. Earn $6,400
    2. Create a business service income by doing websites for Nick, Nate’s driver and drivers’ Dad racing and company – In exchange for a $30k business partnership.

  1. Earn money in 3 Personal lines of insurance –

(Sales Goal is Bond Fund Startup capital x 15% + $4550)

    1. Life – NAA 10 leads @ $20 ea - $200 week
    2. Health – Humana 10 appts@ $20 ea - $200 week
    3. Auto/PC – Network $20 per prospect - $200 week

Possible Solutions

a. Determine and save costs for 3 months expense, projecting a 30% sales close ratio knowing just showing up will provide 30% or $2k a week. (Include E&O insurance in expense)

b. Create a business partnership with Norma Baher, where she advises based on her past experience

c. Contract as a P/C producer for an agency – get experience, salary, commission

  1. Running Bond Fund
    1. Starting with chapt 15 – buy bonds; call all companies request for a prospectus
    2. Select 10 ten vehicle bonds that covers each segment and niche based on internal to be written criteria
    3. Calculate min for each chosen vehicle bond (Start up Capital), what method I am able to add additional funds (mthly, qrtly, annly). Raise funds from personal line insurance sales paying 15% times start up capital each month for a bond endowment
    4. Determine Bond Fund (start up capital).

i. Total __________

ii. Expense $4,550

iii. Income = startup capital x 15% each month till endowed

iv. Bond Endowed - /2007

  1. Driving Infinity FX 35 dark blue, fully loaded 2005+ awd

i. Finance it

ii. Include in business partner income loan

iii. Save enough cash to buy it

  1. Add 2 certificates to my P/C insurance license
    1. ARM
    2. CPCU
    3. CIC

Possible Solutions

a. Determine costs and save up

b. Work for a p/c company get them to pay for it

c. Take online course and schedule one each month

  1. Interview Titan Technology
    1. Research company and management
    2. Create a value prop case
    3. Interview with Wade’s help

  1. One Recruit
    1. Create outline
    2. Write foreword/afterword
    3. Write chapter one

Possible Solutions

a. set aside time to work on book

b. set date and time page and/or word goals