July 19, 2024
How Setting Constant Objectives Elevated My Income By 100%

“Individuals with clear, written objectives, accomplish way more in a shorter time frame than folks with out them might ever think about.”
-Brian Tracy

10 years in the past, I enrolled in my first teaching program referred to as The Strategic Coach, a program devoted to serving to entrepreneurs obtain exponential progress.

I seldom use the expression “sport changer,” however this program is simply that.

I plan on writing future weblog posts sharing what I’ve realized from this system and the way I’ve benefited from it.

My hope is that you simply’ll additionally achieve some key takeaways you could apply to your personal life.

Goal Setting Worksheet

Every quarter, I spend a full day with different like-minded entrepreneurs in a classroom-like setting, going over the fabric for that day.

Earlier than we get began, we rejoice our “wins” for the earlier quarter, serving to us acknowledge the whole lot we’ve achieved prior to now 90 days.

Imagine me, as busy as I’m, I typically lose sight of all of the wins – huge or small.

The subsequent half that we speak about is what I need to concentrate on immediately.


One other a part of our day is targeted on writing our objectives for the upcoming quarter, in addition to revisiting/updating our 1-year, 3-year, and lifelong objectives.

Previous to becoming a member of Strategic Coach, I had an honest behavior of writing down my objectives firstly of every 12 months.

I assumed that by publishing my objectives as weblog posts, I might keep dedicated and obtain extra.

Guess what occurred?

I printed one other weblog publish shortly after I printed these.  And one other.  And one other.  And one other.   You get the purpose:

I forgot about these objectives and I barely revisited them.

Now, due to my teaching program, I evaluation my objectives persistently and might visibly see what I’ve completed, and what I have to do.

That self-discipline has yielded exponential leads to my enterprise and in my private life.

As I stated beforehand:  #gamechanger.

Under, one can find my most up-to-date set of objectives that I wrote down a number of weeks in the past.   I’ve tried my finest to be as clear as I can, in hopes you’ll discover some profit from it.

Relating to a few of the income objectives, please hold the next in thoughts:   I’ve been a monetary advisor for 10 years, and am now the CEO of my very own firm.  You may examine a few of my journey right here and right here.  Additionally, my on-line enterprise has been going for five years sturdy. You may sustain with that journey on my and my spouse’s joint weblog, Dollars and Roses.

Okay, let’s check out my objectives….

Quarterly Objectives  (This quarter ends January twenty fifth)

goal setting worksheet

1.   Launch Good Monetary Cents Podcast –  This contains ordering intro off of Fiverr.com and recording a minimum of 11 episodes (4 earlier than submitting to iTunes).

GFC Podcast

2.  Launch redesign of Good Monetary Cents.  I’ve had a designer engaged on this since mid-July.  The design is full and now I’m looking for any individual to transform the design into new WordPress theme Genesis.  You will get a way of the colour scheme of my podcast cowl artwork above and right here’s one other take a look at my new emblem:

GFC New Logo

3.  [Done] Give killer speak at FinCon.  I went; I spoke; I conquered.  You may learn my spouse’s recap of the occasion here.

Speaking at Fincon

4.  Schedule Disney Cruise with household.  This summer time, we went to a number of conferences and took a spontaneous journey to go to certainly one of Mandy’s blogging buddies in Pittsburgh, however we by no means took an precise household trip.  A part of the problem is that Mandy thought we’d get a free cruise via a deal on her weblog.  That, sadly, by no means got here via, and summer time got here to screaming finish.

I’ve by no means been on a cruise.  I used to be imagined to go on two earlier than, however my deployment to Iraq interfered with the primary one, and Mandy’s new hiring at her previous job interfered with the second.  Since I completely hate the winter, I assumed it will be enjoyable to take the fam someplace heat.  I’m already able to go!

5.  Full Course for Wisebread.com. Beginning final 12 months, I began working with the peeps over at Wisebread.com as their “CFP” contributor. That they had, and have, a terrific neighborhood over there, however they have been in want of getting an knowledgeable with credentials who’s additionally obsessive about running a blog. Enter me. 🙂

We’ve determined to concentrate on a making a course that talks about the important thing ideas of my e book, which might be out there should you join their e-mail record. Getting my e book and my model much more uncovered to their viewers is big.

What’s much more large is that the fabric I create for the course may even be supplied for my readers, too. Nothing like doing work on a challenge that can be utilized in a number of locations.

This was a objective that wasn’t initially on my radar till after attending FinCon, so that is undoubtedly a first-rate instance of getting to regulate on the fly and go together with what’s sizzling.

1- Yr Objectives

1. Gross Revenues from all enterprise will exceed $750,000.  It will embody Alliance Wealth Administration, LLC and all of my on-line companies.  The last word objective is to see if my on-line income can surpass my monetary planning follow.

2. Streamline duties of Alliance Wealth Administration, LLC. Provoke techniques and processes that enable my group to deal with the brunt of the work. To make this occur, the next have to happen:

  • Convey on a strategic companion to turn out to be the Chief Funding Officer who will deal with most of my purchasers’ wants (realizing that some “A Purchasers” will need to proceed to work with me). Going ahead, that companion would take the lead on any new shopper relationships.
  • [Done] Rent a “Director of First Impressions” to deal with all incoming and outgoing calls with purchasers. This particular person will be capable of be educated by Brenta (our present shared help employees).
  • [Done] Transfer junior advisor from salaried place to 1099 Impartial contractor standing, to deal with life insurance coverage division.
D&R podcast 1400 3

3. [Done] Launch a podcast particularly for {Dollars} and Roses. Our objective might be to do 2 podcasts monthly. I’m nonetheless leaving a door open to launch a Soldier of Finance podcast to assist with e book advertising.  (Observe:  I’ve determined in opposition to the Soldier of Finance podcast and can as a substitute do a Good Monetary Cents podcast.  See quarterly objective.)

4. Launch administrative duties of Good Monetary Cents. This contains: scheduling of posts, inserting photographs, including meta-tags, formatting posts, coping with advertisers.

5.  Schedule a 2-week RV journey with the household. As a child, my mother and step-dad would take a childhood good friend and I in a motor dwelling and simply drive. We toured northern California, Oregon, and Nevada, making a few of the finest recollections of my life. I would like my youngsters to have that have. The one “should see” vacation spot would be the Grand Canyon;  the whole lot else might be an journey.

3- Yr Objectives

1. Complete revenues from all enterprise to exceed $1 million per 12 months. Final objective is to internet (after bills) $1 million per 12 months. My objective is that over 60% of this income will come from my on-line companies.

2. Make my position with Alliance Wealth Administration, LLC to be extra of the face of the operation. I’ll conduct evaluation conferences and joint preliminary conferences with larger purchasers, however a lot of the work might be completed by my group. For this to succeed, I have to implement the plans said in my 1-year objectives.

3. Content material producer (and solely content material producer) for Good Monetary Cents and {Dollars} and Roses. Content material would come with writing weblog posts which can be significant to me, conducting interviews, and producing movies. To permit me to concentrate on this, I would like the next:

  • Safe a full-time weblog editor/affiliate supervisor who will proofread, schedule posts, and handle all affiliate alternatives.
  • Proceed to leverage freelance writers and VA’s to automate enterprise.

4. Reside overseas with whole household for no less than 3 weeks (4 most popular). My preferrred nation is Australia.  This was really a 1-year objective, however my spouse thinks taking 3 younger boys (present ages are 6, 3, and a pair of) and residing overseas could be extra ache than it’s price.  At first I dismissed it, however then I remembered how our 2 year-old could be a little bit of terror (see pic beneath).

I determine/hope/pray that in 3 years, the Rose fam might be prepared for our first European (or Australian!) trip.  🙂

setting goals - crazy son

Lifetime Objectives

1.  Religious chief of my family.   I would like my youngsters to see me first as a God-loving father who places his religion first earlier than success.  I need to frequently love and help my spouse, and accomplish that in an Godly method.

2. Reside an extended and filling life with my spouse and household. Elevate my youngsters with the philosophies of: working onerous, however not sacrificing “work” for what you’re keen on; love first; and deal with folks with respect (Golden Rule)

3. Have a number of multiple-system pushed companies that produce >$100,000 a month of passive revenue.

4. Reside in a number of international locations (5+) for an prolonged time frame (minimal 3 weeks) with whole household

5.  Encourage over 1,000,000 folks to spend money on themselves.  This may be via conventional investing (Roth IRA, 401k), acquiring the next diploma or certification, or investing in a small enterprise.  Extra on this objective within the coming months.

6. Be a profitable entrepreneur and best-selling writer of quite a few works. I need to be acknowledged as as a tough employee who put his household and religion first.

What if I don’t obtain my objectives?

Nice query!   If I don’t obtain my objectives for that quarter, I don’t beat myself up over it.  The commonest motive I don’t obtain a sure objective is as a result of one thing got here up that wasn’t anticipated that took precedence over the earlier objective.

Typically, although, the objectives I don’t obtain are simply actually unhealthy concepts, and I don’t notice that till I begin engaged on them.  I’m making an attempt to get higher at that, however the occasional unhealthy thought nonetheless sneaks in.

Your Objectives

As a reminder, I revisit these objectives each quarter and make modifications accordingly.  Revisiting these objectives is what has been large for me.

When’s the final time you wrote down your objectives?  Extra importantly, when’s the final time you’ve revisited them?

Free Obtain: Need the identical worksheet I used to write down down my objectives every quarter? Seize my Aim Achiever Worksheet and put your objectives into hyper drive. Download the free worksheet HERE.

Share your objectives within the feedback part beneath.