Make 2014 Your Best Year Yet

By on Jan 2, 2014

Happy New Year!

The New Year often brings mixed emotions.

For some, you may be thinking “Thank God 2013 is over.” It may have been a tough year. It may not have gone as well as you wanted. You may feel like you were not able to meet the goals you established at the beginning of last year, assuming you even remember what those goals were.

For others, there is a feeling of anticipation for what 2014 will bring. New and exciting opportunities are on the horizon. But the question remains – can you tap into and take advantage of the opportunities that you see?

I hope you have had time over the last week to pause, rest, spend some time with family, and reflect about your accomplishments in 2013. And, as you well know, it’s also a great time to think about and plan for 2014. Here are a few of my thoughts and suggestions on how to approach 2014.

Goal Setting

Setting goals is deceptively difficult. But, there is help available. My friend Michael Hyatt is perhaps one of the best I know at setting, following, and tracking his personal goals. He has created three videos on goal setting that would be well worth your time viewing. And if you like what you see, consider subscribing to his five-day course.

Like many of you, I struggle with actually following through on goals I set. But, I continue to realize how important it is to not only establish goals, but to actually have a process in place to follow through on achieving those goals.

Beyond Best Practices

There is a lot of talk about best practices in the insurance industry. But, I’m beginning to realize that best practices look at historical success. Best practices are a measure of what has worked in the past, not necessarily a measure of what will work in the future. Thinking about going beyond best practices will help you and your agency consider and explore what you need to do today to be successful in 2014 and beyond. I will have more to say about this in the coming weeks.

Master Your Internet Presence

What is your plan in 2014 for increasing your online visibility? Certainly social platforms like Facebook, LinkedIn, Google+, and others should be a part of your strategy. Marketing and sales have changed more in the last five years than the last 30. How is your agency adapting to this new reality? How are you changing your approach to “good service” as a result of what you are learning about the connected consumer?


My hope is that 2014 will be your best year yet. I will continue to read, explore, and research the best tools, techniques, websites, services, and ideas that will help your insurance organization effectively adapt to this wonderful and ever changing world. Happy New Year!

What do you hope to achieve in 2014?

One Comment

  1. Improve disaster recovery; move local and co-located servers to the cloud (AWS); use data in a “big data” like process to understand customers better; move customer-facing software to mobile device compatibility.

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