“Folks with clear, written targets, accomplish way more in a shorter time period than folks with out them may ever think about.”
-Brian Tracy
10 years in the past, I enrolled in my first teaching program referred to as The Strategic Coach, a program devoted to serving to entrepreneurs obtain exponential development.
I seldom use the expression “sport changer,” however this program is simply that.
I plan on writing future weblog posts sharing what I’ve realized from this system and the way I’ve benefited from it.
My hope is that you simply’ll additionally achieve some key takeaways that you would be able to apply to your individual life.
Every quarter, I spend a full day with different like-minded entrepreneurs in a classroom-like setting, going over the fabric for that day.
Earlier than we get began, we have a good time our “wins” for the earlier quarter, serving to us acknowledge the whole lot we’ve completed previously 90 days.
Imagine me, as busy as I’m, I typically lose sight of all of the wins – large or small.
The following half that we discuss is what I need to deal with right now.
G-O-A-L-S
One other a part of our day is targeted on writing our targets for the upcoming quarter, in addition to revisiting/updating our 1-year, 3-year, and lifelong targets.
Previous to becoming a member of Strategic Coach, I had a good behavior of writing down my targets firstly of every yr.
I assumed that by publishing my targets as weblog posts, I’d keep dedicated and obtain extra.
Guess what occurred?
I printed one other weblog submit shortly after I printed these. And one other. And one other. And one other. You get the purpose:
I forgot about these targets and I barely revisited them.
Now, due to my teaching program, I overview my targets constantly and might visibly see what I’ve achieved, and what I have to do.
That self-discipline has yielded exponential ends in my enterprise and in my private life.
Enterprise-wise, my income has elevated virtually 100% since I began creating and constantly revisiting my targets. Much more spectacular is that I’ve been capable of construction my enterprise to the place I focus extra on the issues I like to do, moderately than the issues I’ve to do.
As I mentioned beforehand: #gamechanger.
Beneath, you will see my most up-to-date set of targets that I wrote down a couple of weeks in the past. I’ve tried my greatest to be as clear as I can, in hopes you’ll discover some profit from it.
Relating to a few of the income targets, please preserve the next in thoughts: I’ve been a monetary advisor for 10 years, and am now the CEO of my very own firm. You’ll be able to examine a few of my journey right here and right here. Additionally, my on-line enterprise has been going for five years robust. You’ll be able to sustain with that journey on my and my spouse’s joint weblog, {Dollars} and Roses.
Okay, let’s check out my targets….
Quarterly Targets (This quarter ends January twenty fifth)




1. Launch Good Monetary Cents Podcast – This consists of ordering intro off of Fiverr.com and recording a minimum of 11 episodes (4 earlier than submitting to iTunes).




2. Launch redesign of Good Monetary Cents. I’ve had a designer engaged on this since mid-July. The design is full and now I’m looking for any individual to transform the design into new WordPress theme Genesis. You will get a way of the colour scheme of my podcast cowl artwork above and right here’s one other take a look at my new emblem:




3. [Done] Give killer discuss at FinCon. I went; I spoke; I conquered. You’ll be able to learn my spouse’s recap of the occasion right here.




4. Schedule Disney Cruise with household. This summer season, we went to a number of conferences and took a spontaneous journey to go to considered one of Mandy’s running a blog buddies in Pittsburgh, however we by no means took an precise household trip. A part of the problem is that Mandy thought we’d get a free cruise by means of a deal on her weblog. That, sadly, by no means got here by means of, and summer season got here to screaming finish.
I’ve by no means been on a cruise. I used to be purported to go on two earlier than, however my deployment to Iraq interfered with the primary one, and Mandy’s new hiring at her outdated job interfered with the second. Since I completely hate the winter, I assumed it will be enjoyable to take the fam someplace heat. I’m already able to go!
5. Full Course for Wisebread.com. Beginning final yr, I began working with the peeps over at Wisebread.com as their “CFP” contributor. They’d, and have, an excellent neighborhood over there, however they have been in want of getting an knowledgeable with credentials who’s additionally obsessive about running a blog. Enter me. 🙂
We’ve determined to deal with a making a course that talks about the important thing ideas of my e book, which can be obtainable should you join their e-mail listing. Getting my e book and my model much more uncovered to their viewers is large.
What’s much more large is that the fabric I create for the course can even be supplied for my readers, too. Nothing like doing work on a undertaking that can be utilized in a number of locations.
This was a aim that wasn’t initially on my radar till after attending FinCon, so that is undoubtedly a major instance of getting to regulate on the fly and go together with what’s sizzling.
1- Yr Targets
1. Gross Revenues from all enterprise will exceed $750,000. This can embody Alliance Wealth Administration, LLC and all of my on-line companies. The final word aim is to see if my on-line income can surpass my monetary planning follow.
2. Streamline duties of Alliance Wealth Administration, LLC. Provoke techniques and processes that permit my crew to deal with the brunt of the work. To make this occur, the next have to happen:
- Deliver on a strategic accomplice to change into the Chief Funding Officer who will deal with most of my shoppers’ wants (realizing that some “A Purchasers” will need to proceed to work with me). Going ahead, that accomplice would take the lead on any new consumer relationships.
- [Done] Rent a “Director of First Impressions” to deal with all incoming and outgoing calls with shoppers. This individual will have the ability to be educated by Brenta (our present shared assist employees).
- [Done] Transfer junior advisor from salaried place to 1099 Unbiased contractor standing, to deal with life insurance coverage division.




3. [Done] Launch a podcast particularly for {Dollars} and Roses. Our aim can be to do 2 podcasts per thirty days. I’m nonetheless leaving a door open to launch a Soldier of Finance podcast to assist with e book advertising. (Observe: I’ve determined in opposition to the Soldier of Finance podcast and can as a substitute do a Good Monetary Cents podcast. See quarterly aim.)
4. Launch administrative duties of Good Monetary Cents. This consists of: scheduling of posts, inserting photographs, including meta-tags, formatting posts, coping with advertisers.
5. Schedule a 2-week RV journey with the household. As a child, my mother and step-dad would take a childhood good friend and I in a motor house and simply drive. We toured northern California, Oregon, and Nevada, making a few of the greatest reminiscences of my life. I need my children to have that have. The one “should see” vacation spot would be the Grand Canyon; the whole lot else can be an journey.
3- Yr Targets
1. Complete revenues from all enterprise to exceed $1 million per yr. Final aim is to internet (after bills) $1 million per yr. My aim is that over 60% of this income will come from my on-line companies.
2. Make my position with Alliance Wealth Administration, LLC to be extra of the face of the operation. I’ll conduct overview conferences and joint preliminary conferences with larger shoppers, however a lot of the work can be achieved by my crew. For this to succeed, I have to implement the plans acknowledged in my 1-year targets.
3. Content material producer (and solely content material producer) for Good Monetary Cents and {Dollars} and Roses. Content material would come with writing weblog posts which are significant to me, conducting interviews, and producing movies. To permit me to deal with this, I want the next:
- Safe a full-time weblog editor/affiliate supervisor who will proofread, schedule posts, and handle all affiliate alternatives.
- Proceed to leverage freelance writers and VA’s to automate enterprise.
4. Stay overseas with complete household for at least 3 weeks (4 most well-liked). My superb nation is Australia. This was truly a 1-year aim, however my spouse thinks taking 3 younger boys (present ages are 6, 3, and a couple of) and residing overseas could be extra ache than it’s value. At first I dismissed it, however then I remembered how our 2 year-old could be a little bit of terror (see pic under).
I determine/hope/pray that in 3 years, the Rose fam can be prepared for our first European (or Australian!) trip. 🙂




Lifetime Targets
1. Religious chief of my family. I need my children to see me first as a God-loving father who places his religion first earlier than success. I need to regularly love and assist my spouse, and accomplish that in an Godly method.
2. Stay an extended and filling life with my spouse and household. Increase my children with the philosophies of: working onerous, however not sacrificing “work” for what you’re keen on; love first; and deal with folks with respect (Golden Rule)
3. Have a number of multiple-system pushed companies that produce >$100,000 a month of passive earnings.
4. Stay in a number of international locations (5+) for an prolonged time period (minimal 3 weeks) with complete household
5. Encourage over 1,000,000 folks to spend money on themselves. This may be by means of conventional investing (Roth IRA, 401k), acquiring the next diploma or certification, or investing in a small enterprise. Extra on this aim within the coming months.
6. Be a profitable entrepreneur and best-selling creator of quite a few works. I need to be acknowledged as as a tough employee who put his household and religion first.
What if I don’t obtain my targets?
Nice query! If I don’t obtain my targets for that quarter, I don’t beat myself up over it. The most typical motive I don’t obtain a sure aim is as a result of one thing got here up that wasn’t anticipated that took precedence over the earlier aim.
Typically, although, the targets I don’t obtain are simply actually unhealthy concepts, and I don’t notice that till I begin engaged on them. I’m attempting to get higher at that, however the occasional unhealthy thought nonetheless sneaks in.
Your Targets
As a reminder, I revisit these targets each quarter and make adjustments accordingly. Revisiting these targets is what has been large for me.
When’s the final time you wrote down your targets? Extra importantly, when’s the final time you’ve revisited them?
Free Obtain: Need the identical worksheet I used to jot down down my targets every quarter? Seize my Objective Achiever Worksheet and put your targets into hyper drive. Obtain the free worksheet HERE.
Share your targets within the feedback part under.