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What if the real problem isn’t that your goals are too big—but that they’re not big enough? After working with an advisor who wanted to triple revenue in 10 years, I challenged him to think bigger—and faster.
In this episode, I’ll break down why setting impossible goals is the key to unlocking breakthrough growth, and how leveraging unconventional strategies—like CPA partnerships—can fast-track your results.
What You'll Learn:
- Why “realistic” goals might be holding your business back
- How to reverse engineer impossible outcomes into actionable plans
- A real-world example of how one advisor sparked momentum by shifting his strategy
Timestamps:
(06:10) Why impossible goals unlock breakthrough thinking
(12:05) Why CPAs are your most underused growth channel
(13:18) The mindset shift that compresses your 10-year goals into 3
(14:39) Why popularity won’t grow your advisory business
(16:13) The real reason most advisors never reach their goals
Related: The Future of Financial Advice: What Advisors Must Do Now