1. From Success to Significance George Sigurdson, CLU Sigurdson Financial Group Inc.

2. “Our own dilemma is that we hate change and love it at the same time; what we really want is for things to remain the same but get better.” - Sidney Harris -

3. It took 38 years to become an overnight success!

4. George 1970 - 2001 Each year the hats got heavier

5. 30,000 foot view...

6. Things to ponder... Location of office - downtown, not downtown How big do you want to get? Stay same size? How long do you want to work? How hard do you want to work? How many weeks/year work? Travel? Where? When? What is the image you want? Who do you want around you? What are your strengths? Weaknesses? What makes you happy? How are you doing financially? Do things need to change? Can you increase your revenue? Do you want to increase your revenue? If you want to increase it? How? If you don’t? Do we need to make changes? Future positions…who do you want on your team?

7. Defining moments Results from January 2001 planning meeting Vision statement George is not a manager...

8. Vision statement Sigurdson Financial Group Inc. is bigger than George Sigurdson.

9. How much is your time worth? Annual income $25,000 $100,000 $250,000 $500,000 $1,000,000 $2,000,000 Based on selling 8 hours per day $12.50 $50.00 $125.00 $250.00 $500.00 $1,000.00 Based on selling 4 hours per day $25.00 $100.00 $250.00 $500.00 $1,000.00 $2,000.00

10. Would you do business with you? What is your added value?

11. “If you don’t mess with your success, someone else will!” …Your clients want to see you growing….their respect for you increases….

12. What is your game plan?

13. Like the game of golf….. Plan your shot Trust your swing Then just HIT it!!! Focus on one thing…

16. Staffing Hire accountant…. Lawyer... Neighbou r... Friends clients... guy at favourite restaurant... hockey players … golfing buddies... Aunt... Neice... kid’s friends … nephew...cousin… stock-broker... Payroll would be $750,000+ + + +

17. “From my years of coaching I have learned that people must decide for themselves if an organizations ‘vision’ is worth committing to – they must feel it, see it, and live it - and when they do – they generate awesome self-sustaining power for the company and the people around them.” - Urban Bowman (former CFL coach) -

21. Strategic Alliances RIS product manager Life product manager Sun Life Manu Life Vince Reilly Daryl Diamond

22. SERVICE = SALES

23. Like the game of hockey … business organization and products OFFENCEDEFENCE

27. How do you want to be remembered? 1948 -

28. Summary of Life Insurance For Scott Jones PolicyCurrent Cash Value Current Coverage Cash Value @ age 45 Coverage @ age 45 Cash Value @ age 65 Coverage @ age 65 Cash Value @ age 75 Coverage @ age 75 8499045-012,379155,766100,232327,889331,918569,086529,343734,486 9447573-912,899155,490116,336404,035377,641701,819605,224896,502 Total 25,278311,256216,568731,924709,5591,270,9051,134,5671,630,988 New 20 Pay $5,000 deposit 219,112181,962664,146603,7371,190,4141,012,4941,537,783 Total 25,278530,368398,5301,396,0701,313,2962,461,3192,147,0613,168,771

30. People don’t buy necessarily because they believe, but they buy because they believe that you believe.

31. Most of my clients just want to know how soon they can get to the golf course or beach, how long they can stay and whether they’re staying at the Super 8 or the Marriott.

32. “Use success as a springboard, not as a pedestal.”