Tag: Vision and Planning
Goals That Energize: Questions to Inspire Your Growth Plan (Ep. 17)

Goals That Energize: Questions to Inspire Your Growth Plan (Ep. 17)

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September is the new January for goal setting.  

You don’t have to wait for the calendar change to regroup, refocus, and start laying the groundwork for a successful 2025. In this episode of “Full Advisor Coaching,” Kristin Harad helps financial advisors embrace the back-to-school preparation mindset to create goals that will energize and inspire growth in the year ahead.   

Kristin stresses the importance of reflection to take stock of achievements and challenges from this year, and she provides powerful questions to answer before jumping into setting new targets. 

Key Highlights:

  • Vision and Planning: Having a vision is essential, but planning is the key to making it actionable. September is the perfect time to assess your progress toward your vision. 
  • Reflecting on Achievements: Reflect on your biggest achievements of the year so far, along with  unexpected successes, to help build momentum for the months ahead
  • Overcoming Challenges: Take stock of how these moments have shaped your year and what you can learn from them
  • Acknowledging Contributions: Recognize the often-overlooked support from your community, team, and other contributors to your success
  • Learning a New Skill: Explore the significance of personal growth through new skills and activities that challenge you
  • Building Social Capital: Understand the importance of social connections and community engagement, especially in light of the Surgeon General’s warning on loneliness as a health risk
  • Planning Ahead: Maintain excitement and fulfillment by always having personal activities or vacations to look forward to, promoting a healthy work-life integration
  • And much more!

For more insights and resources, subscribe to the Full Advisor Coaching podcast and share it with your network to spread valuable knowledge within the financial advisory community.

Resources:

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