161: A New Unconventional but Exciting Way to Approach Your Goals in 2024

The Efficient Advisor: Tactical Business Advice for Financial Planners

Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling to set clear goals. They have great revenue… what’s another 10% really going to do? They are having a hard time connecting deeply with the why behind the goals… since they are VERY happy with their business and their lives.

So today I want to offer up a different acronym for goal setting if you’re in a place where you need to mix it up and just need a different approach. This might be a fun addition to come along side some of your traditional business goals. Maybe you just need a shot in the arm to get your reinvigorated about your business?

Let me introduce to you F.U.N. goals.

____________________________________________

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

فصل ها

1. Reimagining Goal Setting (00:00:00)

2. Goals and Feelings in Business (00:13:30)

3. Dreaming Big (00:17:34)

4. Importance of Flexible and Uplifting Goals (00:24:49)

5. Connecting With the Efficient Advisor Community (00:36:08)