Daily Focus

daily focus

Recently I have added a lot to my plate in terms of projects and work I am attempting to accomplish.

  • Creating a learning management system to allow people to interact with the Life Business™ class and follow up programs online.
  • Changing my website to a membership site to allow levels of access for the class work, coaching work, coaching client pages with a history of their assignments etc.
  • We just sold our house (after 1.5 yrs on the market) and will be moving out by March 1
  • Continuing to work on my more than full time job as a financial advisor.

A lot of things to juggle and get done to say the least. I found myself getting a bit overwhelmed!  So walking into the office one morning early last week, I found myself talking to myself (a pretty regular occurrence) I was saying, “So Jerry, what would you tell a client who felt this way?”  Nice! I asked the right question. The answer is as follows:

  1. Take 5 minutes when you first sit down to start your day. Review your todo list. (You have one right?)
  2. Write down the 3 most important things you want to accomplish before lunch.
    1. So what does that mean. How do I decide?
      1. Which tasks, if you completed them, would make you feel:
        • A personal sense of accomplishment.
        • A feeling of satisfaction, knowing you competed a task that is “on purpose” towards you ultimate goal.
        • Something you KNOW you need to do, but keep putting it off.
  3. Get to work and work your plan!
  4. When you get back from lunch, do the same process
    1. Review your AM list.
      1. Did you get the 3 items done?
      2. If so, move on and create a new 3 item list.
      3. If not, integrate your items left into a new 3 item list.
  5. Get to work!

Since that morning, not only has my productivity increased dramatically, but I feel better, have a clearer sense of being, am more relaxed, and generally just feel good that I am getting my “stuff” done.

This complete class is now offered via self paced, online access. If you would like free access to this class, just follow this link.

If you would like to explore creating some of these results for yourself, feel free to use my online schedule to set a time for us to talk.

 

 

 

 

“Last Laugh; You or Your Money?”

This is the first in a series provided by John P. Eckblad, Ph.D. It is from “Last Laugh; You or Your Money?,”  his book in preparation. John is one of the authors of “If Your Life were a Business, would you Invest in it”?

7-money-moves-you-should-tell-your-tax-preparer-about

 “Last Laugh; You or Your Money?”
Part I

What often exercises my thinking is the disconnect between how we reason when we develop our institutions, namely business corporations, and how we reason when we are planning for our selves and our families. While we are capable of developing successful organizations we often seem incapable of finding successful solutions to our life planning challenges. If this is true, why is it true? Now, with so many of us crossing into our so-called retirement years, this question seems particularly timely and relevant. We have valuable experience, time to reflect, significant skills and some of us have financial resources. But are we grasping all that there is out there for us? If this were a business challenge we’d find a way to solve it. It’s a life challenge and we need to pursue our answers with the same vigor and commitment we’ve used until now in the service of our professional lives.

Individuals build organizations that strive to achieve returns on investment as early on as possible. As organization builders we know that earnings early on make our efforts more attractive to the market and reinvesting these earnings earlier improves our organization’s capability to continue earning as time goes on.

At the individual level personal energy and life satisfaction could be considered the rough equivalent of “earnings” at the corporate level.  As individuals we are taught to delay satisfaction with the thought that we can thus increase our chances for a better tomorrow.  Why do the organizations that we create seek to achieve early returns while as individuals we work to delay them?

My hypothesis is that, even more than organizations, as individuals we are blocked from behaving rationally by our fears of the unknown and the uncertain. We build organizations to be resilient in the face of these challenges but we seem less than aware that some of these same tools could help us become more confident to pursue our personal goals and thus achieve increased satisfaction in the short term.

What are these uncertainties that stifle our confidence and block our initiative? And what are the corporate tools we’ve already created that could be employed to help tame these threats? This is what Life Business™ exploration is all about.”

Please feel free to share your comments below:

This complete “CEO of Your Life” class is now offered via self paced, online access. If you would like free access to this class, just follow this link.

Why I love Life Business™

The Life Business™ program is based the book “If your life were a business, would you invest in it?” by John Eckblad and David Kiel.

I am fortunate to be able to work with both John and David on an ongoing basis. From my first 3-day class in 2005 (which David led) to my recent work with John refining the 1 – Day class that I currently offer, it has been a wonderful journey.

John has introduced me to the term “motivated talent”.  I really like that expression. It really fits for me in my work teaching the class and coaching people through the steps. When I am engaged in this work I feel I am working at my highest and “best” level. I compare it to “being in the zone”. It is sort of unconscious, you don’t actually think about what you are doing and how you are performing, your attention is elsewhere. I find that this is the level at which I do my best and most fulfilling work.

Recently I had the opportunity to work with a class participant the day after he had attended the 1- day class. He experienced a major breakthrough in his relationship with his money. He is retired, and in his head he felt like he should not be spending any of his “retirement savings”. He was trying to live on his social security and pension income only, but it was not enough. Every time he had to tap into his retirement savings it create upset for both he and his wife. (His wife because HE was upset). When we met after class, we walked through his income, expenses, assets and saw that he could comfortably take money out of his retirement savings at a certain rate, and know he would be OK.

This was a huge realization for him. As he thought about the things he could do, especially taking trips with his children and grandchildren, his face lit up. We set a follow up appointment for he and his wife to come back in as soon as possible so we could review all this with her. It was wonderful and inspiring.

One of my main ” Life Businesses™” is called “The Simple Life”.   It is about making my/our life as simple and satisfying as possible. In its current phase we are focused on getting our home ready to sell. We live in Chapel Hill, NC and our 5 children have pretty much flown the nest. Our plan is to now downsize, move a bit out of town (read out of Chapel Hill City Taxes) and find a smaller, friendly place to live. This week has seen a major milestone reached as we have completed the first wave of “De-cluttering”, emptied out the attic, cleaned the house from top to bottom (mostly my wife Crystal gets the credit for this) and had someone do a complete yard clean up! (The neighbors probably think someone new has moved in!) I have been stuck on this one for a while, and seeing this progress is quite exciting. Another related Life Business™ is “A Shop by the stream”. I will write about that next time.

Life Business™ is all about understanding your relationship with your time, your energy and your money. Unlike tradition planning, it is not focused on accumulation, but on making sure you have the cash flow to do the things you want to do, as you want to do them. It is a great and very liberating way of thinking.
I invite your comments and questions,

Jerry

If you would like to explore creating some of these results for yourself, feel free to use my online schedule to set a time for us to talk.

This complete “CEO of Your Life” class is now offered via self paced, online access. If you would like free access to this class, just follow this link.

Software I love!

Evernote!

I am always looking for ways to make things easier and increase my efficiency. Evernote is a piece of software that is amazingly simple and helpful… And! its free! (Hard to beat that)

I have been using Evernote for about 3 years or so. It has become quite popular in that time, so you may already be familiar. If not, it is a place you can store all sorts of information and have it at your fingertips (only if your fingertips are near your computer keyboard or your phone).

It is compatible or has  a version for most operating systems and phones as well.

Basically you can type in notes, save web clips or complete sites, send in photos, make lists etc etc. You can then search for what yo are looking for with a great, easy to use search feature that will find you items based on words found within the notes, key words, even words in a photo!!

You can read more about it here. Let me know what you think, or if you have something you like better! I love to hear about cool, productive, easy to use software or apps!

Who Can Benefit

Who can benefit from the Life Business™ program?

learning flow chart edited

  • Are you uncertain what the true driving force is in YOUR life?
  • Do you find your self stuck in place, knowing you have greater things you want to accomplish?
  • Do you feel stuck in your current position, find it unsatisfying, but wonder if you can support yourself financially if you pursue something more fulfilling?
  • Do you feel you are not living and working up to the best of your abilities? Not being the “best you”?
  • Do you have so many things you want to do it is hard to decide what to do first? Often leading you to do nothing?
  • Do you leave your work day feeling unsatisfying and frustrated with your lack of productivity?
  • You have worked hard, created success on many levels, but wonder what is next?
  • You find yourself stuck due to your financial situation.With the “economic downturn” you are fearful that if you leave your current situation you will not being to find something else, so you stay where you are.

If you would like to explore creating some of these results for yourself, feel free to use my online schedule to set a time for us to talk.

This complete “CEO of Your Life” class is now offered via self paced, online access. If you would like free access to this class, just follow this link.

Jerry Bergner