https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8 Top 3 Things I will do differently en-us 2022-03-15 03:40:09 UTC 2023-08-16 09:54:29 UTC hello@padlet.com https://padlet.net/icons/png/1f47e.png https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344075 Focus
Time Management
Spend Time with Family 

-Darryl]]> 2023-08-16 09:43:55 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344075 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344609 Focus on goals
More Travel

Mark]]> 2023-08-16 09:44:25 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344609 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344610 Learn something new every day. ]]> 2023-08-16 09:44:25 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344610 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344708 Regular Sales Pipeline Monitoring]]> 2023-08-16 09:44:38 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344708 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344724 Expose more on Field Works, (experience is the best teacher) know the demographics, updates, concerns, continue to learn new strategies]]> 2023-08-16 09:44:41 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344724 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344781 Time Management
Enhance coaching
Enhance partner engagement]]> 2023-08-16 09:44:47 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344781 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344801 On maintaining daily morning routine
Daily habit 
Time management]]> 2023-08-16 09:44:50 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344801 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344882 Refresh my self on product features
Read/Watch news regularly
Do coaching frequently ]]> 2023-08-16 09:45:04 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663344882 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345308 Self care-
Healthy living
Time management
Organize daily task]]> 2023-08-16 09:45:14 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345308 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345364 2023-08-16 09:45:14 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345364 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345441 Guide, lead them to success, ]]> 2023-08-16 09:45:17 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345441 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345496 Choose your battles.]]> 2023-08-16 09:45:23 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345496 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345502 Weekly 1:1 check point with FSAs]]> 2023-08-16 09:45:24 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345502 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345507 Everyday Learning
Enhance Coaching approach
Time Management]]> 2023-08-16 09:45:24 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345507 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345515 ✔️ Be consistent
✔️ Do not procrastinate
✔️ Build deeper relationship w/ my team and BP
-RDF]]> 2023-08-16 09:45:25 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345515 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345530 Governance
Focus
Bringing in the numbers

]]> 2023-08-16 09:45:27 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345530 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345540 Enroll my FSAs via Pursuit Learning (assign LinkedIn learning of topics/skills) by scheduling the short courses 1 per week per FSA (different topics per FSA depending on skill)
- allie]]> 2023-08-16 09:45:29 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345540 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345559 Time management 

]]> 2023-08-16 09:45:32 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345559 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345560 2023-08-16 09:45:32 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345560 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345576 Be more open to show compassion / loosen up]]> 2023-08-16 09:45:34 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345576 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345640 2023-08-16 09:45:42 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345640 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345662 Focus on the activity and engagement

Mark]]> 2023-08-16 09:45:43 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345662 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345749 Learn new everyday]]> 2023-08-16 09:45:52 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345749 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345759 2023-08-16 09:45:55 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345759 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345801 Teamwork, use of resources esp to bank partners, tactical promos ]]> 2023-08-16 09:45:58 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345801 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345812 Get out of your comfort zone. Stretch yourself and think out of the box.]]> 2023-08-16 09:45:59 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663345812 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346054 Coaching 
Touchpoints]]> 2023-08-16 09:46:07 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346054 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346066 Prioritize MENTAL HEALTH always!]]> 2023-08-16 09:46:09 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346066 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346071 Attend / Create trainings for the team]]> 2023-08-16 09:46:10 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346071 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346153 Subject yourself to continuous learning. This can improve oneself and impart gained knowledge to your team.]]> 2023-08-16 09:46:18 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346153 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346193 Be always on top of my SSC Action Plans
* 40 / 20
* Big Ticket
* Corp Accts
-RDF]]> 2023-08-16 09:46:23 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346193 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346195 Enhance skills of FSA]]> 2023-08-16 09:46:23 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346195 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346199 Maximize all resources, being creative to produce results]]> 2023-08-16 09:46:24 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346199 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346211 2023-08-16 09:46:26 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346211 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346273 Constant update with AH regarding the % attainment of each branch and identify those low performing and create activity to catch up and monitor the progress.]]> 2023-08-16 09:46:32 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346273 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346275 Weekly one on one]]> 2023-08-16 09:46:32 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346275 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346311 create activity for the team]]> 2023-08-16 09:46:36 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346311 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346330 Develop fsas to convert low to mid level income clients. ]]> 2023-08-16 09:46:38 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346330 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346368 Do more sales generating activities with bank partners ]]> 2023-08-16 09:46:42 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346368 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346373 Create activity and promo with bank partners-to entice to refer

Mark]]> 2023-08-16 09:46:43 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346373 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346458 Digital marketing and lead generation tactics specific to insurance]]> 2023-08-16 09:46:46 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346458 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346479 *Guide new FSA
*Monitor/ Ff up SPM
*JFW W/ VIP clients esp. for new FSA



-Darryl]]> 2023-08-16 09:46:48 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346479 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346539 Consistent touchpoint and coaching sessions with FSAs.]]> 2023-08-16 09:46:57 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346539 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346541 set milestone for people]]> 2023-08-16 09:46:58 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346541 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346568 Take good care of your bank partners and its clients, access needs, policy reviews, ]]> 2023-08-16 09:47:02 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346568 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346569 Daily governance of FSAs activities
Build a strong Team with right mindset and acivity driven
Build strong business relationship with Bank partners

]]> 2023-08-16 09:47:02 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346569 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346610 Look for big tickets]]> 2023-08-16 09:47:03 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346610 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346615 -Always practice Discipline and Consistency in executing All activities.
- Take a break if needed to recharge and perform better.]]> 2023-08-16 09:47:04 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346615 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346619 Hear them up ]]> 2023-08-16 09:47:05 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346619 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346670 Regular PR]]> 2023-08-16 09:47:09 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346670 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346703 High Net Clients
AH intervention

]]> 2023-08-16 09:47:13 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346703 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346707 2023-08-16 09:47:13 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346707 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346716 Conducting policy review on a timely manner]]> 2023-08-16 09:47:15 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346716 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346788 maintain good relationship with clients and consistent PR]]> 2023-08-16 09:47:24 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346788 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346825 *Push Digital Marketing
*Activity and promo for Bank Partners
*AH/AM Tactical Plan for the Area.


-Darryl]]> 2023-08-16 09:47:30 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346825 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346833 Continuously work on my own leadership skills through workshops, seminars and self assessment.]]> 2023-08-16 09:47:32 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346833 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346880 Policy Review
Excellent Customer Service

Mark]]> 2023-08-16 09:47:35 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346880 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346898 Policy Review

]]> 2023-08-16 09:47:38 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346898 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346930 Regular monitoring or our PR activities. Not just to upsell/resell but to better serve our clients (aftersales service)
-RDF]]> 2023-08-16 09:47:43 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663346930 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347054 Identify Target Market and position a product that fits Clients needs in terms of priorities and financial capacities.

MommyJho🌷]]> 2023-08-16 09:47:53 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347054 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347142 Motivate and Track where they are on the goals
More sharing of best practices during area meeting

]]> 2023-08-16 09:48:02 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347142 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347496 Empower FSA’s by example.]]> 2023-08-16 09:48:47 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347496 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347512 Weekly JFW with FSA to assess and develop their skills.
Tap HNW businesses 
Monitor productivity of FSAs]]> 2023-08-16 09:48:50 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347512 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347514 For clients who plan to surrender, advise the servicing FSAs to realign the client to be reminded of initial goal for availing insurance in the first place — retirement, health, estate. Conduct policy review the same manner as if presenting for new business; to retain the business. For the FSAs, as manager, remind them the impact of replacing policies may be detrimental to client and to FSAs, and should be generally discouraged. -allie]]> 2023-08-16 09:48:50 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347514 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347636 2023-08-16 09:49:08 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347636 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347765 *Regular Policy Review
*Fast and Efficient Service


-Darryl]]> 2023-08-16 09:49:19 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347765 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347954 Do/ Require more policy reviews and engage bank partners on talking with existing clients ]]> 2023-08-16 09:49:40 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663347954 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348279 Focus this Q3 on branches below YTD achievement, managing the actives and client appointment schedule]]> 2023-08-16 09:50:11 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348279 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348312 Close monitoring on FSAs daily activities. Create Feedback loop where I provide feedback to my team and also seek feedback from them to improve my leadership approach]]> 2023-08-16 09:50:13 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348312 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348415 Continuously coach FSAs on Value propositioning, Need based selling, product expertness, and proper financial planning with clients.]]> 2023-08-16 09:50:29 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348415 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348820 More competitive allowance to measure with competitors ]]> 2023-08-16 09:51:22 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348820 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348843 Cross sell regular pay products to our existing and new clients; top-ups are encouraged as well for the SP existing clients. Diversify offers from
LPP to big tickets in JFW by showing the FSA how it’s done and coaching them  - allie]]> 2023-08-16 09:51:26 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348843 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348870 Build relationships within my industry, as this can provide valuable insights and opportunities for collaboration.]]> 2023-08-16 09:51:31 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663348870 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663349445 Identify strengths of FSAs to maximize talents of FSAs.
Improve weaknesses to uncover potentials of FSA]]> 2023-08-16 09:52:18 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663349445 https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663350439 Updated product decks for all products for client presentation]]> 2023-08-16 09:54:18 UTC https://padlet.com/fernan_reyes/x8lgv5u1ut8eb9e8/wish/2663350439