How Advisors Can Set Their TARGET Goals for 2021


Last week, I asked you to think about big picture goals. Today we’re getting more specific.

This is Part 2 of a four-part series, and so if you missed last week, click on the link below to get caught up.

Today, we’re looking at TARGET Goals. This is a process that I’ve had a number of advisors follow, and they’ve found it to be hugely helpful for making their longer-term aspirations relatable on a day-to-day basis. I’m not going to go into all of the details for each step of this because you’ve got the instructions in front of you. (You want to click on the TARGET Goal sheet, download it and then follow along.) You’ll see that we talk about having a realistic action, an effective measurement to track our progress and, importantly, a deadline by which we want to complete these goals.

Download the sheet. You’ve got a template to download, and you’ve got the instructions to also download that will then allow you to take this important step to thinking about just how you want your business looking. And not only your business. I’m encouraging you to download sheets and fill these out for how you want your health to be by year’s end, how you want your relationships to be by year’s end, and how you want to be doing spiritually in 12 months’ time. You can download as many sheets as you need to really set goals for the important areas of your life.

You can download as many as you need to play around with this, to let your mind go. And that’s what I want to highlight, most importantly, during this post: let your mind go. Don’t try to do this all in just one sitting. Don’t try to do this in your office. We’re talking about setting up the next 12 months of your life, and you want to make those 12 months count.

So to do this most effectively,

  1. Download the TARGET Goal sheets and the rationale. You can print off as many as you like.

  2. Go somewhere quiet. Set aside maybe 90 minutes or two hours of three days in a row, where you go out. Where you go somewhere quiet, somewhere inspirational, somewhere where you have time to think.

  3. Think and dream. Think and dream about what you’d like to achieve in those four areas I mentioned by year’s end. Write notes. Write down how you’d like this year to look by December 31. Remember, you can print off as many of these as you like to. Let your mind go in this quality time.

You’re planning the next 12 months of your life. You want to take it seriously. You want to get excited about it and think about what you’d like to achieve over the next 12 months.

So make sure you tune into Part 3 of this goal-setting series next week, and I look forward to bringing you another Distraction-Proof Advisor Idea then.

Related: How Advisors Can Set Goals That Really Count