2008 Goals for Advisors

The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it. --- Michelangelo

You got to be careful if you don't know where you're going, because you might not get there.
--- Yogi Berra

When a new business year starts, you can set new goals. Here's a list for advisors compiled by coach Ray Sclafani in Keep Your Focus:

1. Make this year my best ever
2. Network with my clients' other trusted advisors
3. Spend additional time with my family
4. Increase my revenue by 35% or more this year
5. Call my most important clients often

The basis of the list isn't provided (who was surveyed? how many?). The goals are generally vague. Even so, you might get some ideas. I especially like #2 and #5. More contact with centres of influence and key clients plants seeds. Here's proof.

December looked like a slow month. I visited key advisors to wish them well during the holidays and in 2008. Guess what? January has started with a roar. Today I'm conducting a morning seminar, lunch meeting, afternoon seminar, fact-finding meeting and a dinner/seminar for accountants. It's only Tuesday, my second day back.

Three Obstacles

Obstacles are those frightful things you see when you take your eyes off your goal.
--- Hannah Moore

Sclafani says three hurdles get in the way of achieving goals

1. procrastination
2. limiting beliefs
3. lack of accountability

Goals quickly fade, replaced by busy-ness.

Often one who does too much does too little.
--- Italian proverb

Links

• How to Write SMART Goals (PDF, Brock University)

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