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Sales Aid #4: The First Things First Process

Use the “Work Smarter” approach to list and prioritize all of your important obligations

The First Things First Process

Do you have a “full plate” – perhaps even an overflowing plate – of commitments? Today’s financial adviser or entrepreneur has only two solutions: work harder or work smarter.

The First Things First Process uses the “work smarter” approach by allowing you to list and prioritize all of your important obligations. From start to finish, the process takes less than half an hour. You’ll then be able to do what’s most important and produce your best results without constantly agonizing over which important task or activity you should do first. The First Things First Process is especially useful for completing the One Page Business Plan® and The Time Budget.

Recent brain research has indicated that our unconscious mind is 200,000 times more powerful than our conscious mind when processing information. The First Things First Process uses this reality to help you determine what is most important for you to accomplish. Using the forced-choice method, the First Things First Process requires that you make very quick decisions as to which paired activity you think is most important. The end result is a prioritized list of activities based upon your deep inner feelings as to what is most important in order to achieve your overall goals. The First Things First Process can be used to prioritize business goals, personal goals, or any combination of the two.

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