James Pollard – Goal Setting For Financial Advisors

It’s Your Ability to Set Goals…

Mistake #1: They Don’t Set Goals At All

Mistake #2: They Set Goals The Wrong Way

But First, Read This Disclaimer:

How to Set (And Achieve) Your Goals

Here’s a small sample of what you’ll discover…

• Why you should avoid setting S.M.A.RT. goals. (And why they could be sabotaging your efforts.)
• 2 crucial questions to ask yourself before setting any goal. (Most people struggle because they never ask question #2.)
• The stupidest mindset-related mistake almost everyone makes when setting goals. If you make this mistake, you are setting yourself up to fail.
• One “stealth” tactic you should employ if you want to grow your business faster than ever before. (This strategy is the complete opposite of what a lot of people do, and it works whether you’re a brand-new advisor or experienced veteran.)
• An overlooked goal-setting strategy which can double your productivity. (This works so well you almost have to be careful – otherwise you might bite off more than you can chew.)
• The 2 highest-value things you can do as a financial advisor to get more clients. (Many of the world’s highest-earning financial advisors focus almost exclusively on these two things.)
• Several “suggested” goals all advisors should set. (It’s almost like I’m setting your goals for you.)
• The “harmless” lie financial advisors tell themselves which hamstrings their goal setting progress. (Doing this is one reason why many otherwise competent, intelligent, and skilled financial advisors fail to achieve their goals.)
• 8 of the most common business-building regrets financial advisors have. (For example, most financial advisors wish they did more of this one thing…)
• How to increase the odds of achieving your goals by “installing” the necessary activities into your calendar. (This is very simple to do and so natural almost anyone can pull it off.)
• The Tony Robbins “secret” which virtually guarantees you’ll stay on track to reach your goals. (A friend of mine used this advice for her weight-loss goal. Not only did she drop weight quicker than ever before, but she’s also kept it off. Fortunately, this “secret” can be applied to business-building for financial advisors.)
• Goal-setting advice from a legendary NFL running back. It’s directly applicable to financial advisors, yet utterly simple to master. It’s something I personally wishI started doing sooner.
• Why setting a “present-tense” goal (such as “I have a million-dollar book of business”) is one of the worst things you can do.
• A “fringe benefit” which comes from setting goals with deadlines… and it’s not just reaching your goals faster. (You’ll probably never hear about this anywhere else.)
• Why most financial advisors are focused on the wrong target when setting goals (and what to focus on instead.)
• How to prioritize your goals so you know which one to focus on first. (This is my somewhat famous “TIE” method, which used to be only available to my private consulting clients. This one tip alone could pay for this video training 100 times over.)
• How to force yourself to achieve your goals. (Full transparency: almost nobody will take this advice, but those who do will see the benefits immediately.)
• President John F. Kennedy’s clever “cut-and-dry” goal-setting approach. (This approach worked so well it allowed America to literally put a man on the moon in less than a decade.)
• My controversial “positive-thinking” advice which makes self-help gurus quake in their boots.
• And more…

One of the “downsides” to this video training is that it’s not smooth and polished. It’s a video presentation and quite frankly, it’s butt-ugly. However, if you want to uncover ways to get more clients and grow your book of business, it can still rock your world.

Because if you want to accomplish anything worthwhile in life, it won’t happen by chance. “Goal Setting for Financial Advisors” gives you the tools and skills that, once applied, will take your desires and craft them into actionable plans.

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