4 Ways to Make Your Big Goals a Reality This Year

4 Ways to Make Your Big Goals a Reality This Year

It’s exciting to set New Year’s Resolutions and start off a fresh new year with big goals and ambitions. But the reality, as we all know, is that most resolutions are not kept. Common personal goals are to quit smoking, lose weight, work out regularly, volunteer, give more to charity, etc. Business related goals might include asking for referrals, recording a series of informative videos, starting a new initiative, writing a book, etc. Big goals with real intentions are exciting and momentarily motivating. But how to do we keep them?

I have looked at a few business people that have been able to set and keep resolutions and I will share four of their best practices with you:

1. Set very specific goals that can be measured daily or weekly to track progress. 

Schedule time to track the goals (ie every Friday before going home for the weekend).

2. Celebrate progress – even the little things. 

Studies have shown that celebrating wins, even small ones, can boost endorphins, a chemical in your brain. The release of endorphins can relieve stress, increase happiness, and cause you to want more. So celebrate!

3. Start off small and increase over time. 

Instead of saying you will make 20 proactive calls a week, for instance, start off by making one a day and increase it over time. The objective is to build momentum, not kill it.

4. Set real consequences. 

If you were to get fired from your job if you didn’t complete a project you may be more likely to finish it. What if you concentrated on the consequence as much as the goal itself? For instance, if I don’t complete one chapter in my new book by January 15, I will cancel my vacation planned for February!

Most resolutions aren’t kept even if we really want to achieve these new milestones in a new year. Make this year different. I am working on it too.

Maribeth Kuzmeski
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Maribeth Kuzmeski is the President of Red Zone Marketing, a consulting firm specializing in strategies for achieving measurable new business growth for financial services firm ... Click for full bio

Most Read IRIS Articles of the Week (February 13-17)

Most Read IRIS Articles of the Week (February 13-17)

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyz, February 6-10, 2017 

Click the headline to read the full article.


1. The Real Reason Why Clients Choose You

Some advisors say they want to stand out from the crowd—but they’re fibbing. They really want to look and sound like everybody else. — Megan Carpenter

2. To Calm Client Fears About International Stocks, Speak Their Language

Market volatility is normal. And though we can’t predict the future, volatility in the coming years is a safe bet. Clients look to you, their advisor, to build investment portfolios that can help them navigate through unstable times. — Chris Shuba

3. Four Life Stages of an Advice Business

When I was much younger, I used to sail boats up in Gosford. They were called Sabots, small, snub-nosed craft which at first I sailed with another kid, then later on my own. — Stewart Bell

4. What's Wrong With Earning a Commission From the Sale of a Financial Product?

What's wrong with earning a commission from the sale of a financial product? Nothing. It isn’t any more inappropriate than a car salesperson earning a commission when you buy a vehicle. — Rick Kahler

5. Introducing a Low-Volatility Factor to High-Yield Fixed Income

For your clients seeking income, today’s environment is a tricky one.Interest rates are climbing, fixed-income yields are still low, and equities are at higher levels than they’ve ever been. — Salvatore Bruno

6. Why You Should Forget Social Media ROI...

While I am a fan of “measuring to manage well”, some things just can’t be measured accurately. That’s why I believe we should forget what the ROI of social media is, in the conventional sense. — Tony Vidler

7. Heads Down, Mouths Shut: The Distracted Generation

To say there is a lot going on in the world right now is probably an understatement. The current events of the moment are so cumbersome and so complex that for many it has become emotionally and physically taxing. — Janine Truitt​​​​​​​

8. 7 Random Acts of Kindness for Financial Advisers

I’ve spoken before about random acts of kindness; the unexpected things that you can do for a client and today, I would like to share seven of these with you. — Rachel Staggs

9. How Are You Answering Clients’ Biggest Question?

No matter what they verbalize, new clients’ biggest question is always, “Can I trust you?” — Paul Kingsman

10. An Open Letter to Advisory Firms Losing the Millennial Marketing Battle

Dear Adviser, I’ve spent my whole life as a millennial, or at least as long as the generational classification has existed, but you haven’t seemed to notice. Your ads and your marketing materials prove you don’t understand me. — Alex Nye

11. A Millennial Responds to Simon Sinek's Response on Millennials

Have you seen Simon Sinek’s response to the “Millennial question” on Inside Quest? As with any viral video, there have been a great number of reactions to it. — Nicole Anglace​​​​​​​

Douglas Heikkinen
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IRIS Founder and Producer of Perspective—a personal look at the industry, and notables who share what they’ve learned, regretted, won, lost and what continues to ... Click for full bio