Financial Advisor Goal Setting

Here is an e-mail question related to goal setting from one of my clients and my reply.

Hi Simon,

Glad to hear Las Vegas went well despite distractions.

Your blog this morning helped me to understand that the little things will happen to all of us – even you – but if we pay them little attention, they don’t slow us down.

I’m having a little trouble identifying what my goals are.

To be the best financial advisor I can be is true, but it’s still a stepping stone to wanting to be an explorer to see the world while having a stable base – I would prefer to travel with means at my disposal.

Making money and materialism isn’t motivating enough for me.

What if I make my goal to see Paris in June 2010 and focus on that? That would make me happier than aiming for 10 new clients next month.

I just seem to be sending the Universe mixed messages and am paralyzing myself.

Thanks for being a solid coach.

Mark

Hi Mark,

Thanks for your wonderful feedback and for reminding me of something.

Set your personal goals first and reward yourself first and Paris in 2010 sounds great.

In fact set goals in all personal areas first, create a bright future and then set business goals.

At the end of every week, review your personal goals and business goals and write in your journal about your progress not matter how large or small.

I hope that this helps.

Simon

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