Picture it like this: when you take a wrong turn on a road trip, your GPS automatically re-routes you and sets you back on course.
However, if you kept taking wrong turn after wrong turn, you’ll only get more and more lost — farther from your target.
Life works in similar ways. Small errors left uncorrected can escalate into massive problems.
Ask yourself these questions:
If you’re spending more time on damage control than making progress, it’s time to reassess these five crucial things you NEED to make time for in your life:
First and foremost, you need to get your ducks in a row if you want to move towards your goals. Organization goes well beyond filing cabinets, label makers and color-coding; it touches every facet of your life:
Putting in the work now to organize your life will reap innumerable rewards in the long term. Before you can have more in life, you need to manage what you already have now.
The intention of organizing your life is to prepare each aspect for your future. Passive individuals let their life happen to them, rather than taking hold of the reigns.
Planning and setting goals for your life will keep you on track to achieving them. It becomes a lot more feasible to achieve bigger goals when they’re broken down into smaller pieces. Decide, right now: what do you want out of life?
What is your purpose and what do you want to achieve? Once you pinpoint your “why ” you can begin to formulate the “how.”
Hold yourself accountable to your goals by tracking your progress. Taking a look at snippets of performance over time can dramatically improve your progress and put you on the fast track to success.
Tracking your progress illuminates the areas where you are excelling and areas you need to improve, making it that much easier to remedy your pain points and magnify your strengths. Start tracking the things most related to your “big picture goals.” For example, if you want to start a family, you can target your focus on your finances, relationships and environment.
Are you taking time to slow down as much as you speed up? Our world moves at an accelerated pace, where it’s all about now, now now.
Imagine if you’re hustling in the wrong direction. It’s important to take pause, reassess your situation and determine if you’re still on the right path. You could be spending the majority of your time and energy pursuing the wrong things or other people’s goals.
Try to do one thing a day that influences your big picture goals. Sounds easy, but it’s a tall order! It’s about being intentional, acting with purpose and staying focused.
At this point, if you’ve gotten organization, set your sights on the future, are tracking your progress and take time to slow down, the big picture should be much clearer.
So, why is this conversation so important for financial advisors?
Because we are in a position to help others and we can’t possibly do that if we’re not first helping ourselves. You need to take time for yourself and your life.
I’ve learned these lessons and many others over decades spent in the industry; I want to share everything I know with you.
Join me and Spend the Day with Our Team, discussing strategies to impact your business immediately, how to hire the right people and work with your clients, and so much more.
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