Strategy Highlights

Week 2
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Strategy 1: Succeed on Purpose

Great success does not happen accidentally or haphazardly. To achieve the practice and the life of your dreams, you must be successful on purpose. This is how we define success on purpose:
Ask yourself these questions to help clarify your purpose as a financial advisor:
Think about the unique qualities of your business that would make people proud to be a part of it. Consider the legacy you want to leave behind. Tap into your original motivations for becoming a financial advisor—you may have to think all the way back to your childhood for these, but you may find that they are your truest inspirations for doing what you do now.

You must also set clear, quantifiable business goals to help you gauge your progress and keep you accountable to your higher vision. Delineate your goals in each of these three areas for both 12-month and three-year timeframes:
As you quantify these goals, think big. Incremental thinking will result in incremental growth. We challenge you to redefine progress completely and to set true breakthrough goals. Put yourself on the line to make a major difference in your business, in the lives of your clients and in the lives of your family and team members.