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Can you believe we’re already halfway through January 2025? Time is flying, but I wanted to take a moment to share my thoughts on how I think advisors—and really anyone—should approach goal-setting.
Recently, I shared insights on doubling your business by focusing on elevating income and results. The key takeaway wasn’t just about working harder but about clarifying what you want and who you need to become to achieve it. In this episode, I expand on this perspective because it challenges how most advisors traditionally set goals.
I also discuss the following:
- (03:37) One of the first mistakes advisors make in goal-setting
- (04:32) The power of goal ranges
- (08:29) Why identifying your “why” is crucial for staying committed
- (10:13) Commitment vs. motivation
- (13:31) The two questions that drive goal success