Tools to Plan, Work and Actually Achieve Your Goals

Tools to Plan, Work and Actually Achieve Your Goals

Hi, my name is Paul Kingsman, and I’m pleased to be connecting with you in this guest vlog post for Twenty Over Ten.

We’re hearing a lot about New Year’s planning and all different methods to do that. I wanted to suggest the way that I work with my coaching clients. We use two different sheets for New Year planning – and just for New Year planning – but then breaking the goals and objectives down into 90-day, measurable activities that need to be done.

TARGET Goal Sheet:

The first page we use is what’s called the TARGET Goal Sheet. You’re seeing that on your screen now. It simply breaks up the goal you’re looking to achieve and itemizes it out into action steps, with a realistic goal and an effective way to measure. So, for instance, if you are looking to increase the number of clients with investible assets of a million dollars, the effective measure might be to grow your business by ten percent, which is eight new clients, and then you have a specific date you want to achieve that by.

When you are talking about assets and growing your business, talk about it in regards to people. Don’t just talk about increasing AUM by ten million or increasing AUM by eight percent. You deal with people, and so you want to frame it in the context of people.

That’s a great way to measure it, and you can see the sample that I’ve used is on the screen in front of you. For instance, if you’re talking about building out a new website and having the fantastic people at Twenty Over Ten help you, a TARGET Goal might be to update your website with twelve video posts, one each month, throughout 2020. So you have some measurable parameters with which to start responding to your stated aspirations.

Distraction-Proof Pathway:

Then comes the second piece. The second piece that you will refer to is what I call the Distraction-Proof Pathway. This is very simply the pathway that starts with the goal you’ve just outlined.

You can see on the sheet now the three columns. The left-hand column is where you transcribe the TARGET Goal. Then instead of going to the middle column, which is listing the priorities and activities, I want you to go to the third column, which lists the benefits and results.

Benefits and Results:

So, for instance, coming back to the example of increasing your business by 8 A-clients, if you achieve that, and when you achieve that, what is that going to feel like? You can see I’ve included some examples thereof

• You’re going to increase your income.
• You’re going to be able to have a four-day weekend more frequently.
• You’re going to have funds to support a charity that you want to be involved with.

So, what are the benefits you’re going to receive immediately upon achieving that particular objective? For instance, thinking about developing a website or putting video content onto your website, think about the benefits that will come from that. You’re going to have peace-of-mind knowing you’re doing the best job possible out there for prospects. You’re going to know that no matter who you send to your website, it looks great. (So many times I speak with advisors who are apprehensive about sending people to their website. They’ll say, “It just doesn’t look really sharp.) So, those are some of the benefits you’ll have once you’ve actually achieved that objective.

Goal-Reaching Activities:

You want to have these written out in front of you, and that’s when you then go to the middle column, which is the goal-reaching activities. What are those steps you have to take to just make this a reality? What are the activities you that you have to lay down, maybe over the next 90 days now, that upon stepping into those activities, you’re going to then set yourself up for achieving that objective?

This is what you need to be time blocking with and then filling your days with. So, list the goal-reaching priorities that you need to tend to. You’re going to far more quickly notice distractions. And, when you read these daily – and I’m encouraging you to get these sheets out and read them each morning to help you lock onto what needs to happen – when you read these daily, you’re going to stand a far greater chance of achieving your objectives, probably way sooner than what you first thought.

Tying It All Together

Have a fantastic time planning for the New Year. Take some time to contemplate what you’d change about what’s been happening this year for you. Consider what you want to put into place next year, and then right it down – record it. It becomes a record that you can then track yourself by, which means that your success, when you achieve it, is not going to come as any surprise: you planned for it and now you’re going to achieve it. So enjoy it!

Thank you Twenty Over Ten for the job that you’re doing helping a load of advisors out there.

If you have any questions, email me at Paul@PaulKingsman.com.

Click on the link below to download those two worksheets I mentioned. They have explanations about how to use them, and they walk you through step-by-step about how to this most effectively so that you can ensure that 2020 becomes one of those phenomenal years for you and your business.

Download powerful tools to help you set goals that work!

Paul Kingsman is a sought-after expert on how to be distraction-proof. Through his coaching, speaking and writing, he teaches financial services professionals how to maintain focus and take practical daily steps to successfully grow their businesses and achieve outstanding long-term results. To find out more about Paul and how he can equip you or your team to achieve your own outstanding results, email him at Paul@PaulKingsman.com or visit PaulKingsman.com.