7 Things That Successful Insurance Agents Do Every Day (with Roger Short)
Summary
TLDRThis video script highlights seven habits of successful individuals that set them apart from the unsuccessful. It emphasizes planning each day with purpose, stepping outside comfort zones, surrounding oneself with smart people, focusing on the big picture, getting the job done, refusing to take no for an answer, and never ceasing to learn. The speaker illustrates these points with examples and personal anecdotes, urging viewers to adopt these practices for success in their personal and professional lives.
Takeaways
- π Successful people plan their days with purpose and action, even on Sundays, to ensure they are in control of their week and are not just letting life happen to them.
- π They step outside their comfort zones to embrace new experiences and ideas, which can lead to growth and improvement beyond what they initially thought possible.
- π€ Surrounding themselves with smart people is a key strategy for successful individuals, as it fosters collaboration, challenges, and the refinement of thinking.
- π Focusing on the big picture helps high achievers to keep their eyes on their goals and maintain direction, rather than getting lost in the details.
- β Successful people are known for getting the job done, often with a laser-like focus and determination that can seem obsessive to others.
- π« They refuse to take no for an answer, showing perseverance in the face of obstacles and demonstrating a 'never give up' attitude that is attractive to others.
- π Never stop learning is a mantra for the successful, who understand the importance of continuous self-improvement and personal growth.
- π Building and finding a 'tribe' or a group of like-minded individuals who support and challenge each other is crucial for success.
- π‘ Action without a higher purpose is seen as a waste of time; successful people know why they are doing what they are doing and what they aim to accomplish.
- π Success breeds success, and those who are successful often attract others who are also moving in a direction with specificity and intention.
- π οΈ Investing in oneself is the best investment one can make, as it leads to personal and professional growth and a better version of oneself.
Q & A
What distinguishes successful people from unsuccessful ones in the life insurance business?
-Successful people in the life insurance business are high achievers, top producers, and effective recruiters and trainers. They do things differently, focusing on planning with purpose, stepping outside their comfort zones, and surrounding themselves with smart people.
Why do successful people plan their days, including Sundays, with purpose and action?
-Successful people plan their days with purpose and action to ensure they are in control of their lives and weeks, rather than letting things happen to them. This planning helps them to know why their actions are important and what they are trying to accomplish.
What is the significance of stepping outside one's comfort zone according to the script?
-Stepping outside one's comfort zone is significant because it allows individuals to be open to new information, stretch beyond their limits, and push the boundaries of what's possible, leading to personal growth and success.
Why is surrounding oneself with smart people important for success?
-Surrounding oneself with smart people is important because it helps refine thinking, provides opportunities for collaboration, and challenges individuals to improve. It also helps in building a supportive network or 'tribe' that shares similar goals and aspirations.
What does the script suggest about the importance of focusing on the big picture?
-The script suggests that focusing on the big picture is crucial for maintaining direction and motivation towards long-term goals. It helps individuals to not get lost in the details and to keep their eyes on the horizon, empowering them to move forward.
Why is getting the job done a characteristic of successful people?
-Getting the job done is a characteristic of successful people because it demonstrates their ability to focus, prioritize, and make sacrifices to achieve their goals. It also shows their commitment to completing tasks despite distractions or obstacles.
What does refusing to take 'no' for an answer mean in the context of success?
-Refusing to take 'no' for an answer means having the perseverance to overcome obstacles and not giving up when faced with challenges. It's about pushing through difficulties and continuing to strive for success, even when the odds seem against you.
Why is continuous learning essential for successful people?
-Continuous learning is essential for successful people because it allows them to grow, adapt, and stay relevant in their field. It also helps them to become better versions of themselves and to keep up with changes and advancements in their industry.
What is the role of collaboration in the success of successful people as mentioned in the script?
-Collaboration plays a significant role in the success of individuals by providing a platform for refining ideas, challenging perspectives, and learning from others. It helps in building a power team or mastermind group that contributes to the collective success.
How does the script relate the concept of 'never stop learning' to personal growth and success?
-The script relates 'never stop learning' to personal growth and success by emphasizing the importance of self-improvement and the pursuit of knowledge. It suggests that investing in oneself through learning yields the highest return and is a key factor in becoming a difference maker in one's life and the lives of others.
Outlines
π Planning with Purpose and Action
The first paragraph emphasizes the importance of planning each day with a clear purpose and taking action. Successful individuals, including top producers and recruiters in the life insurance business, distinguish themselves by their planning habits, even on Sundays. The speaker introduces the concept that planning without purpose is ineffective and encourages the audience to take charge of their lives and weeks, rather than letting events happen to them. The summary highlights the need for understanding one's 'why' in order to drive meaningful action.
π Stepping Outside the Comfort Zone
This paragraph discusses the necessity for high achievers to step outside their comfort zones. The speaker shares an anecdote about a top producer attending a conference and being inspired by a door-to-door solar salesperson. The story illustrates how pushing boundaries and seeking new experiences can lead to growth and empowerment. The summary underscores the idea that success often lies beyond one's comfort zone and that continuous improvement requires a willingness to be challenged and to improve.
π€ Surrounding Oneself with Smart People
The third paragraph stresses the value of surrounding oneself with intelligent individuals who share similar ambitions. Successful people recognize the importance of finding and building a 'tribe' or network of like-minded individuals to foster collaboration and mutual growth. The speaker uses examples of well-known entrepreneurs to illustrate how collaboration can refine thinking and challenge one's ideas. The summary points out the influence of one's social circle on personal development and the importance of seeking out and nurturing relationships with those who can contribute to one's journey towards success.
π Focusing on the Big Picture
In this paragraph, the speaker encourages focusing on the bigger picture rather than getting lost in the details. While details are crucial for tracking results and making improvements, it's essential to allocate time to reflect on and maintain sight of long-term goals. The summary highlights the need to balance attention to detail with a broader perspective, ensuring that one's efforts are directed towards achieving overarching objectives and not just immediate tasks.
β Getting the Job Done
The speaker in this paragraph talks about the determination and focus required to complete tasks effectively. Successful people are characterized by their ability to get things done, often displaying a strong work ethic and making sacrifices to achieve their goals. The summary emphasizes the human tendency to procrastinate and the importance of overcoming this to accomplish tasks efficiently, suggesting that a commitment to getting the job done can lead to greater opportunities and success.
π§ Refusing to Take No for an Answer
This paragraph discusses the resilience and persistence of successful individuals when faced with obstacles. The speaker recounts a personal experience of climbing a mountain in Colorado, using it as a metaphor for overcoming challenges and not giving up. The summary captures the idea that success often requires perseverance and a refusal to accept defeat, even in the face of significant adversity.
π Never Stop Learning
The final paragraph of the script emphasizes the importance of continuous learning for personal and professional growth. The speaker shares insights on the innate desire to learn and the need to cultivate this throughout life, beyond formal education. The summary highlights the benefits of seeking knowledge, engaging with others to learn, and the idea that investing in oneself yields the highest returns, encouraging a commitment to lifelong learning as a path to success.
Mindmap
Keywords
π‘Success
π‘Planning with Purpose
π‘Comfort Zone
π‘Surrounding with Smart People
π‘Big Picture
π‘Getting the Job Done
π‘Refusing to Take No for an Answer
π‘Continuous Learning
π‘Investment in Self
π‘Drift
π‘Tribute
Highlights
Successful people plan their days with purpose and action, even on Sundays, to set themselves apart from the 92 percent.
Tony Robbins emphasizes that action without a higher purpose is a waste of time, highlighting the importance of knowing why you're doing things.
High achievers step outside their comfort zones, as demonstrated by attending conferences and being open to new ideas.
Successful individuals surround themselves with smart people, building and finding their 'tribe' for mutual growth.
Focusing on the big picture is crucial for tracking results and making improvements based on facts, not guesswork.
Successful people get the job done, prioritizing tasks and setting aside time to focus on goals rather than just the to-do list.
Refusing to take no for an answer is a trait of successful people, who persevere through obstacles and challenges.
Never stop learning is a mantra for success, with the speaker sharing personal examples of continuous self-improvement.
Successful people collaborate with others to refine their thinking and challenge themselves to grow.
The importance of building moments into the week to focus on the big picture and not get lost in the details.
High achievers have a laser-like focus on getting things done, often making sacrifices that most people are not willing to make.
Success breeds success, and having a clear direction attracts other people who want to align with you.
The speaker's personal experience of climbing a mountain and refusing to take no for an answer as a metaphor for success.
The idea that if you're not growing, you're 'ripe and rotting,' emphasizing the need for continuous learning and development.
Successful people invest in themselves, as it has the highest return, according to Patrick that David.
The speaker encourages putting principles into practice to become successful in one's industry or life space.
Transcripts
seven
things that successful people do every
day
that unsuccessful people do not seven
things that successful people do every
day
that unsuccessful people do not you know
in this life insurance business one of
the things that i think distinguishes
uh people who are high achievers at the
highest level people who are top
producers who are top agency builders
people who are the best recruiters
people who are the best trainers um
they're doing some things different than
everyone else there's a reason why
they're in the eight percent and not in
the 92 percent so we're going to hit
seven of those right now and we're going
to hit them fast sunday night gets a bad
rep because
it means typically having to start
another week what do you do on your
sundays
you know sunday afternoon around four or
five o'clock we're starting to think
about okay we gotta get back into the
swing of things we we gotta get back to
work the the sunlight is fading on
sunday friday is long gone saturday is
gone sunday's here the sun's starting to
go down it's dinner time are we ready
for the week
here's what successful people do
they plan each day with purpose and with
action each day with purpose and with
action you see successful people
plan their days yes even sundays and
they do it different and better and more
exciting with more purpose with more
meaning tony robbins says that action
without a higher degree of purpose is a
waste of time you have to know why
you're doing these things you have to
know why your action is important and
what you're trying to accomplish if you
don't know why planning stuff just seems
like busy work
how much of your life and your week and
your month are you actually designing
are you in charge of that or is it
happening to you are you drifting
or are you cutting into the wind are you
the one driving the direction are you
the one driving the results they plan
each day with purpose and with action
number two
they step outside of their comfort zones
one of our top producers actually the
number two producer
uh on the our agency side this week uh
just spent uh this weekend at a
conference in nashville tennessee with
coach michael burke
and uh while at that event uh she got to
hear michael o'donnell who is a
door-to-door solar sales person and
michael i'll give you a shout out in
this video we'll even tag you
he sells solar door to door and i
believe since 2015 has sold over 15
million dollars doing door-to-door sales
you see carol put herself outside of her
comfort zone this week she got to
nashville tennessee bought a ticket sat
in that event for two days and a guy
comes on stage that she never thought
she was going to hear from and he talks
about selling solar
and he plants an idea that know
that getting a no is an empowering thing
and that we need to look at that
differently but getting outside of her
comfort zone is what allowed her to be
in that venue is what her allowed her to
be in that place to be receptive and
open to that information and to be
stretched beyond her comfort zone you
see successful people thrive when
they're stretched beyond what they think
they can handle they consistently push
the boundaries of what's possible and
they don't accept settling this means
stepping outside of that comfort zone
and questioning ways to do things better
looking for opportunities to constantly
improve
how long have you been in your comfort
zone are you operating outside of your
comfort zone if success is in this
circle if this is your comfort zone
sorry if this is your comfort zone i
want to give you an idea that success
lives out here we have to get outside of
it in order to have success number three
surround themselves with smart people
successful people surround themselves
with smart people
this is a thing that successful people
do every day
that unsuccessful people do not they do
not have the same value in surrounding
themselves with other smart people i
would say you've got to find your tribe
if you're not finding your tribe you
probably really need to be doing two
things number one find a tribe number
two build your tribe number one find
your tribe number two build your tribe
you've got to get to a place where
you're building your tribe and it's
going to be important for you to find
people that you can surround yourself
with that are running in the same
direction as you
you see when bill gates and steve jobs
and richard branson and zuckerberg and
all these people started it was just
them
but the minute they started realizing
they wanted to build something special
with their life they wanted to to do
something big
they had to start surrounding themselves
with other people
that they could actually get there with
collaborate with a power team a
mastermind a group a running tribe
running buddies a partnership an agency
a downline an upline think about how
collaboration helps us refine our
thinking and it allows us to be
challenged you see we become the average
of the five closest people
that we surround ourselves with and
here's my question to you
who are you spending your time with
are you building your tribe
are you finding your tribe
two things that we need to do there
number four number four
successful people
focus
on the big picture on the big picture
yes we talked about details we talked
about planning and number one
but focusing on details allows us to
track results and that's going to be
super important and we can make
improvements based on facts not on
guesswork but sometimes
we can get lost in the doing and forget
the building and the creating you have
to build moments into your week into
your schedule and you have to remember i
need to build those times in so i can
focus on the big picture
and we need to have our eyes kind of on
the horizon so to speak so if the
horizon's out there and we're always
looking here
sometimes it's easy for us to get off
track and we don't even know it we need
to be continually looking out at the
horizon at our goals what we're running
for it empowers us it pulls us forward
it pulls us in that direction so we need
to focus on the big picture
if you're not designing and creating a
better life for yourself who will so
never lose sight of the big picture
and always work on your why number five
number five successful people
get the job
done they get it done they just get it
done you heard my computer ding in here
a few minutes ago it's because i have
notifications going off of things that
are coming up things that i'm supposed
to be doing i'm going to post this video
anyway because i want to get this done
you may say why didn't he shut that off
well if i stop and shut it off i have to
re-record again then it's taking more of
my time i'm going to post it up you know
what that sound means
i'm trying to get the job done you see
it's human behavior to procrastinate try
to find oh we can do it better we got to
redo it we've got to rethink it we've
got to reapply it we've got to edit it
let's just get the job done high
achievers have developed a laser-like
focus when it comes to getting things
done at times they can be obsessed and
almost seem selfish with their time
often making sacrifices that most people
would not be prepared or willing to make
are you one of those people
are you one of those people that says
i'm getting the job done
i'm getting the job done
you see if we prioritize better and set
aside time to focus on our goals
and not just our to-do list
we can actually move them we can
actually move them and create massive
opportunities for ourselves and for
those around us when we have successes
success breeds success success attracts
success
people are moving in a direction with
specific specificity and intention going
in a direction they attract other people
so get the job done
number six
you ready number six
what do successful people do that other
people do not number six is they refuse
to take no
for an answer
when you hit a wall
it's easy to consider
that uh that could be the end of the
road
right
how many of us have ever hit a wall i
have
how many of us have ever hit roadblocks
i have
how many of us have had things happen to
us that we thought why now like
literally we're three feet from gold
here
why is this happening now why is this
why am i getting sidetracked why is this
event happening my life why are these
things happening to me
that i have no control over well
when we hit those walls we hit those
obstacles we hit those
curve balls in life
we can stop and say
well we need to go in another direction
you see
only the most stubborn will actually
persevere long enough
to climb the rest of the mountain
some people give up and go back
when i was in colorado earlier this year
with my daughter olivia and we were
climbing the decaline it's four
fourteeners in one one day summit and
hike around 414ers in back
when we got to the second one and wind
speeds were picking up 50 to 60 miles an
hour gusting and they actually got out
to gusting up to 80 and 90 miles an hour
on the side of that mountain
we could have given up and we could have
just sat there we could have been
paralyzed by our fear
but we had to decide not to take no for
an answer you see we were hitting a wall
and we had to push through and we had to
do things long enough to persevere to
actually make that summit but not just
to make the summit to hit the summit but
to actually make the summit so we could
descend down on the other side of the
mountain out of the wind
we had to refuse to take no for an
answer and sometimes it's going to feel
like everything is prevailing against
you to have success in your business
have you invited people in have you
trained them have you brought them in
and started to train them for life
insurance sales just enough to get them
there and then some significant things
happens in their own in their home life
or in their family and their and it
totally sabotages them
and then the efforts that you put in
with those people are gone
what do you do you give up
do you give up do you bank all of your
opportunity on that one person or that
one opportunity that you thought was
going to turn into something really big
or are you
not willing to take no for an answer
are you are you going to sit there and
take no for an answer are you going to
be thwarted by that or are you going to
find people who want to align with you
and push forward and say we are going to
take that summit
we are going to take that summit
and people who are successful push in
they lean in
and they take that summit and it is
attractive when you are that person it
starts to attract other people to you
because people realize you're a person
that does not quit
don't be a quitter refuse to take no for
an answer that's what successful people
do and lastly number seven number seven
successful people
never stop
learning they never stop learning
one of our great capacities are is our
ability and urge really our desire to
learn even from an infant right if you
think about kids children they want to
learn they're always asking questions
they're stumbling around they're
learning to walk they fall down they get
up they fall down they get up when they
take two or three steps they celebrate
themselves kids will celebrate
themselves
right you need to celebrate yourself but
you need to be like a child and say i
don't want to stop learning i want to
keep growing i want to become a better
version of myself
unfortunately most of us stop actively
learning once our formal education stops
we allow ourselves to remain stagnant in
our careers and in our personal lives
are you stagnant in your career in your
personal life
right if i was to show you some of the
some of the pieces some of the books
that i have here on hand right now that
i'm reading uh like i'm reading for a
purpose because i want to find out how
to become a better me
how to become a better me
how to become a better me on on our team
launch call that we did today
uh that
carol carroll who actually i referenced
earlier uh was learning from
michael o'donnell on that door knocking
approach the guy who sold 15 million in
solar
well he said one of the biggest things
that changed his life was a book called
mini habits by steven geist mini habits
by stephen geiss
while she was still talking to me i went
on to my audible account
and i ordered the book many habits by
steven geiss
because
i want to continue to learn you see
if you're not green
if you're not green and growing then
you're ripe and rotting
if you're not green and growing then
you're ripe and rotting and i don't want
to be ripe and rotting
how much of your week is dedicated to
learning and growing yourself are you
putting yourself in the room with other
people where you can learn where you can
level up are you masterminding with
others who will help you level up your
game to think differently give you a
different perspective
are you doing that are you investing in
you
never stop learning patrick that david
in a post that i saw this weekend said
of everything that he's ever invested in
stocks
bonds mutual funds property real estate
all these things
he said the single biggest return i've
ever had is on the investment in myself
so you have to invest in yourself
never stop learning
they plan their day with purpose and
action they step outside of their
comfort zone they surround themselves
with smart people they are building and
finding their tribe number four
unsuccessful people focus on the big
picture number five they get the job
done number six they refuse to take no
for an answer no matter what the
conditions look like summiting that
mountain
number seven they never stop learning
they get around other great people who
help them become greater help them
become someone that can continue to be a
difference maker in their life and in
the lives of others every day
there are seven tips for today on how
you
can become someone successful in your
industry space in your insurance space
where you are
put these principles into practice and i
know it'll change your life too we'll
see you on the next one
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