Goal Setting For Financial Advisors – James Pollard

Have you ever read the story of Aladdin’s Lamp?

I think all of us have yearned to get our hands on that magic lamp. Because if you rub it, a magnificent genie appears, ready and willing to carry out your most sought-after wishes.

Well, you do possess such a lamp… and it’s not limited to three wishes, because…

Which means you can have as many wishes as you can dream up.

Unfortunately, most financial advisors never get their wishes granted because they make one (or both) of these mistakes…

Case in point…

I once surveyed a list of 3,544 financial advisors and asked them about their goal-setting habits.

After compiling the data, I was shocked to discover a whopping 83% of financial advisors did not have clear, written goals.

Which means setting goals puts you in the top 17% of all advisors.

If you ever visit my office, you’ll notice I have a big, beautiful quote hanging above my desk. Here it is:

“A goal properly set is halfway reached.” – Zig Ziglar

Unfortunately, most people never learn how to properly set goals.

For example, many people believe they should set S.M.A.R.T. (Specific, Measurable, Attainable, Realistic, and Timely) goals. While this advice has good intentions, it leads people astray because it doesn’t address the underlying issues behind improper goal setting.

This misconception is one of the reasons why so many people fail to achieve their goals, including their New Year’s resolutions.

Because according to U.S. News, 80% of New Year’s resolutions fail by the second week of February.

Even worse, research from the University of Scranton suggests only 8% of people achieve them at all.

And it’s not for lack of effort. These people want to achieve their goals. Yet, the truth is almost everyone sets goals the wrong way.

Which is why in order to help financial advisors set and achieve their goals, I’ve created a video training called, “Goal Setting For Financial Advisors”.

​(Pretty creative title, I know…)

Let me explain…

Please understand that my results are not typical. I’m not implying you’ll duplicate them (or do anything for that matter).

The average person who buys any “how to” information gets little to no results. As with all of my products, my references are being used for example purposes only.

I’ve had years of experience with this stuff and my personal results should be considered exceptional.

Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic.

All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT GET THIS.

With that said, let me show you…

Here’s another one of my favorite quotes…
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“All successful people have a goal. No one can get anywhere unless he knows where he wants to go and what he wants to be or do.” – Norman Vincent Peale
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And because I want to help you become one of the successful ones, I’ve put together this video training filled with practical, “no-nonsense” advice on how to improve, take control of and direct your life to get what you want.​It has 82 minutes of content where I show you how to identify, plan, and achieve what matters most.Here’s a small sample of what you’ll discover…

• Why you should avoid setting S.M.A.RT. goals. (And why they could be sabotaging your efforts.)
• 2 crucial questions to ask yourself before setting any goal. (Most people struggle because they never ask question #2.)
• The stupidest mindset-related mistake almost everyone makes when setting goals. If you make this mistake, you are setting yourself up to fail.
• One “stealth” tactic you should employ if you want to grow your business faster than ever before. (This strategy is the complete opposite of what a lot of people do, and it works whether you’re a brand-new advisor or experienced veteran.)
• An overlooked goal-setting strategy which can double your productivity. (This works so well you almost have to be careful – otherwise you might bite off more than you can chew.)
• The 2 highest-value things you can do as a financial advisor to get more clients. (Many of the world’s highest-earning financial advisors focus almost exclusively on these two things.)
• Several “suggested” goals all advisors should set. (It’s almost like I’m setting your goals for you.)
• The “harmless” lie financial advisors tell themselves which hamstrings their goal setting progress. (Doing this is one reason why many otherwise competent, intelligent, and skilled financial advisors fail to achieve their goals.)
• 8 of the most common business-building regrets financial advisors have. (For example, most financial advisors wish they did more of this one thing…)
• How to increase the odds of achieving your goals by “installing” the necessary activities into your calendar. (This is very simple to do and so natural almost anyone can pull it off.)
• The Tony Robbins “secret” which virtually guarantees you’ll stay on track to reach your goals. (A friend of mine used this advice for her weight-loss goal. Not only did she drop weight quicker than ever before, but she’s also kept it off. Fortunately, this “secret” can be applied to business-building for financial advisors.)
• Goal-setting advice from a legendary NFL running back. It’s directly applicable to financial advisors, yet utterly simple to master. It’s something I personally wishI started doing sooner.
• Why setting a “present-tense” goal (such as “I have a million-dollar book of business”) is one of the worst things you can do.
• A “fringe benefit” which comes from setting goals with deadlines… and it’s not just reaching your goals faster. (You’ll probably never hear about this anywhere else.)
• Why most financial advisors are focused on the wrong target when setting goals (and what to focus on instead.)
• How to prioritize your goals so you know which one to focus on first. (This is my somewhat famous “TIE” method, which used to be only available to my private consulting clients. This one tip alone could pay for this video training 100 times over.)
• How to force yourself to achieve your goals. (Full transparency: almost nobody will take this advice, but those who do will see the benefits immediately.)
• President John F. Kennedy’s clever “cut-and-dry” goal-setting approach. (This approach worked so well it allowed America to literally put a man on the moon in less than a decade.)
• My controversial “positive-thinking” advice which makes self-help gurus quake in their boots.
• And more…

One of the “downsides” to this video training is that it’s not smooth and polished. It’s a video presentation and quite frankly, it’s butt-ugly. However, if you want to uncover ways to get more clients and grow your book of business, it can still rock your world.

Because if you want to accomplish anything worthwhile in life, it won’t happen by chance. “Goal Setting for Financial Advisors” gives you the tools and skills that, once applied, will take your desires and craft them into actionable plans.