The Efficient Advisor: Tactical Business Advice for Financial Planners

083: Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 - w/ Guest Kristin Burke


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It’s the most wonderful time of the year! Yes, celebrating the holidays is here…. But I’m talking something *almost* as wonderful… BUSINESS PLANNING!

If you’re anything like me, I used to sit down at the end of the year with a fresh piece of paper and come up with alllll these amazing business and personal goals. I’d create a beautiful plan… put it on my shelf… and never look at it again.

I eventually figured out that traditional business planning just plain didn’t work for me. I didn’t just want to SET goals. I wanted to ACHIEVE goals.

 

What moves you from being a goal setting to a goal achiever? Goal achievement coach, Kristin Burke, and I sit down in this week’s episode to bring clarity and confidence to your 2023 goal strategy.


Kristin walks us through:

  •  Her 4-step process for setting goals
  •  Strategies for staying connected to your goals when the motivation starts to wear thin
  • The 4 characteristics that set apart goal setters and goal ACHIEVERS
  • And when it makes sense to revise, or totally quit, a goal (without the self-shaming!) 

Looking to add a little confidence to your 2023 strategy? This is the episode for you!

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LINKS FROM THE SHOW:

Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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