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Margie, this îs Great!!!! First of all congratulations for your great results so far. What you describe is a full on career and I am so proud of you reading about how you did your representation!!! You go Margie!!!!
As far as I can ascertain from your post, you have different opportunities. So let’s take it one by one and maybe I can help a little with your “two minds” (what a fun way of saying it as we are talking all the time about the CM and the UM).
1. Your profit center of private one-on-one breakthrough sessions is something to be nurtured whether you wish to continue down this path or not. I don’t know how it is for you – although as I can see you experience great satisfaction from helping these people personally – but for me, even if my big love is to do trainings and work with groups as I can affect more than one person at the time, I experience great satisfaction and joy when I can assist individuals in overcoming their personal problems and challenges. But – and agin for me – this is not what I see myself doing as my niche. It seems, based on what you say, that it is not for you either, although you enjoy doing it for all the reasons you describe.
2. Now with your patient that wanted you to deliver values alignment at the time when you were not available…. See if you can re-establish values for her in doing it. If you can rebuild value, then you can re-negotiate the deal. She got cold. It will take a little more to warm her up again, but it depends if she still has the need. If she does, then it is up to you to do whatever it takes (negotiation process and 5 step sales) to close the deal. If not, well…. There is Segnit. To learn here for you, and there are plenty more people out there. So keep the want – let go of the need to have to happen. I hope you remember the difference between the two.
3. With the other doctor that is in competition with your primary referral doctor you work with. You can do it in two ways. One is to be upfront about it and say that for you it is a matter of business and to help patients. This goes beyond the competition between the two doctors. Another way is to think carefully of the consequences of what would happen if your first contact doc gets upset and does not work with you anymore. If the new contact makes it worthwhile, and it provides true opportunities rather than promises alone, then it may be something you want to continue. If on the other hand, by this move you would give up a source of business that is sure for something illusory – an empty promise – which could damage the business you have now, then maybe it is not. So, you need to consider carefully the possible consequences. Yes, I know it is hard to foresee everything since the future has not happen yet. But the most important thing is for you to be clear and not washy-washy about what YOU want. Remember we create the future time line moment to moment according to what we hold in our minds about it. Moment to moment. The more clarity and the more defined boundaries about what you want you have, the clear and cleaner the results.
4. Since you are also involved with the Migration Law, it seems to me that you are spreading yourself too thin, although I can see why this is the case for the moment as you need the income. This could also be your niche if based on the homework in Project 4 you decide for it. You have expertise, it is the bulk of your work, and you already have a presence at the national level you can build on. So, which one of these areas could provide the best context for what you want to achieve (doing trainings)? One of them? Both of them? Where is your real passion? Working with doctors or with Mgration Lawyers? I can see how both could create great results in affecting groups positively and solve a lot of problems for different demographics.
To conclude, as you say, you are now in overwhelm as you have many ideas. Sift through them, dump the ones that are great ideas but have no chance or just a little chance of success and stay with the ones that are most sure. Remember the saying – the bird in the hand VS the one on the fence. Nothing could prevent you later to add the what you have chosen previously. But you need to be clear on what is your niche and the rest is additional profit centers. Do what brings in the income AND satisfies you at the same time. Do the action items (I.e. Homework) in the transcript from Project 4. Hopefully that will help with getting you out of overwhelm. I hope this helps a little.