The Importance of Goal Setting
Goal setting is as important in your personal life as it is in business. The most common denominator in all the self-help literature and books is the importance of goal setting.
Despite their obvious value, our experience with goals has shown that some are good at setting goals, sticking to them and achieving great results, while others can’t keep a New Year’s resolution to stop smoking for two days in a row.
Here is the key point to keep in mind: winners have specific goals. Without specific goals, there is no way you can determine the most important tasks. There is nothing more powerful to your workday than knowing your purpose and executing it in an effective manner. Your life will take on a real meaning once you begin to adopt a goals mentality and focus.
I hope this video will help you understand the importance setting goals will have on your success.
How to Introduce and Position Yourself the Right Way
Introducing yourself – more to getting it right than you think!
What do you say when someone asks you “so what do you do?”
You might say, “I’m a financial advisor”. Or “I’m an investment advisor”. If you’re a top advisor, you might be compelled to say “I’m Vice President and Portfolio Manager”. Or even “I’m a CFA”.
Well put all of those away if you’re introducing yourself to a woman you might want as a client. None of the above will impress her – she might even “run for the door” thinking you’re going to try to “sell” her something.
Your goal is have her say “tell me more about that”.
So what do you say?
Here are 4 quick tips:
- Make it about your clients
- Make it about outcomes
- Make it interesting
- Make it fun
How about something like this: “I help people have their cake and eat it too”. Doesn’t that beg the question “what does that mean” or “how do you do that”.
Okay maybe that’s a bit over the edge but it’s important you make it about the people you help and not about what you do to help people get there.
I help <type of people you serve”> <achieve this>. Something like:
- I help retirees create a sustainable income.
- I help women understand money on their terms.
- I help young couples get a good start towards financial security.
Now you try it! Send us your best one.
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