How Setting Constant Targets Elevated My Income By 100%

Table of Contents

“Individuals with clear, written targets, accomplish way more in a shorter time frame than folks with out them may ever think about.”
-Brian Tracy

10 years in the past, I enrolled in my first teaching program known as The Strategic Coach, a program devoted to serving to entrepreneurs obtain exponential progress.

I seldom use the expression “sport changer,” however this program is simply that.

I plan on writing future weblog posts sharing what I’ve discovered from this system and the way I’ve benefited from it.

My hope is that you simply’ll additionally achieve some key takeaways which you can 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 every little thing we’ve achieved up to now 90 days.

Imagine me, as busy as I’m, I generally lose sight of all of the wins – massive or small.

The subsequent half that we speak about is what I wish to give attention to in the present day.


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 an honest behavior of writing down my targets originally of every yr.

I believed that by publishing my targets as weblog posts, I might 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 persistently and might visibly see what I’ve achieved, and what I must do.

That self-discipline has yielded exponential leads to my enterprise and in my private life.

As I mentioned beforehand:  #gamechanger.

Under, you will discover my most up-to-date set of targets that I wrote down just a few 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 among 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 may examine a few of my journey here and here.  Additionally, my on-line enterprise has been going for five years robust. You may 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)

goal setting worksheet

1.   Launch Good Monetary Cents Podcast –  This contains ordering intro off of and recording no less than 11 episodes (4 earlier than submitting to iTunes).

GFC Podcast

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 anyone to transform the design into new WordPress theme Genesis.  You may 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:

GFC New Logo

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

Speaking at Fincon

4.  Schedule Disney Cruise with household.  This summer season, we went to a number of conferences and took a spontaneous journey to go to one in every of Mandy’s blogging buddies in Pittsburgh, however we by no means took an precise household trip.  A part of the problem is that Mandy thought we would get a free cruise by way of a deal on her weblog.  That, sadly, by no means got here by way of, and summer season got here to screaming finish.

I’ve by no means been on a cruise.  I used to be presupposed to go on two earlier than, however my deployment to Iraq interfered with the primary one, and Mandy’s new hiring at her previous job interfered with the second.  Since I completely hate the winter, I believed it might be enjoyable to take the fam someplace heat.  I’m already able to go!

5.  Full Course for Beginning final yr, I began working with the peeps over at as their “CFP” contributor. That they had, and have, an awesome neighborhood over there, however they had been in want of getting an skilled with credentials who’s additionally obsessive about running a blog. Enter me. 🙂

We’ve determined to give attention to a making a course that talks about the important thing ideas of my ebook, which shall be accessible should you join their e-mail checklist. Getting my ebook and my model much more uncovered to their viewers is big.

What’s much more big is that the fabric I create for the course can even be supplied for my readers, too. Nothing like doing work on a mission that can be utilized in a number of locations.

This was a objective that wasn’t initially on my radar till after attending FinCon, so that is positively a main instance of getting to regulate on the fly and go together with what’s sizzling.

1- 12 months 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 last word objective 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 workforce to deal with the brunt of the work. To make this occur, the next must happen:

  • Deliver on a strategic associate to turn out to be the Chief Funding Officer who will deal with most of my purchasers’ wants (realizing that some “A Purchasers” will wish to proceed to work with me). Going ahead, that associate would take the lead on any new shopper relationships.
  • [Done] Rent a “Director of First Impressions” to deal with all incoming and outgoing calls with purchasers. This particular person will have the ability to be educated by Brenta (our present shared help workers).
  • [Done] Transfer junior advisor from salaried place to 1099 Impartial contractor standing, to deal with life insurance coverage division.
D&R podcast 1400 3

3. [Done] Launch a podcast particularly for {Dollars} and Roses. Our objective shall be to do 2 podcasts per 30 days. I’m nonetheless leaving a door open to launch a Soldier of Finance podcast to assist with ebook advertising.  (Notice:  I’ve determined in opposition to the Soldier of Finance podcast and can as a substitute do a Good Monetary Cents podcast.  See quarterly objective.)

4. Launch administrative duties of Good Monetary Cents. This contains: 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 pal and I in a motor dwelling and simply drive. We toured northern California, Oregon, and Nevada, making among the greatest recollections of my life. I would like my youngsters to have that have. The one “should see” vacation spot would be the Grand Canyon;  every little thing else shall be an journey.

3- 12 months Targets

1. Whole revenues from all enterprise to exceed $1 million per yr. Final objective is to web (after bills) $1 million per yr. My objective is that over 60% of this income will come from my on-line companies.

2. Make my function 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 purchasers, however a lot of the work shall be achieved by my workforce. For this to succeed, I must 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 give attention to 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. Reside overseas with complete household for no less than 3 weeks (4 most popular). My best nation is Australia.  This was really a 1-year objective, however my spouse thinks taking 3 younger boys (present ages are 6, 3, and a pair of) and residing overseas can be extra ache than it’s value.  At first I dismissed it, however then I remembered how our 2 year-old generally is a little bit of terror (see pic beneath).

I determine/hope/pray that in 3 years, the Rose fam shall be prepared for our first European (or Australian!) trip.  🙂

setting goals - crazy son

Lifetime Targets

1.  Non secular chief of my family.   I would like my youngsters to see me first as a God-loving father who places his religion first earlier than success.  I wish to regularly love and help my spouse, and accomplish that in an Godly method.

2. Reside a protracted and filling life with my spouse and household. Increase my youngsters with the philosophies of: working laborious, 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. Reside in a number of international locations (5+) for an prolonged time frame (minimal 3 weeks) with complete household

5.  Encourage over 1,000,000 folks to spend money on themselves.  This may be by way of conventional investing (Roth IRA, 401k), acquiring a better diploma or certification, or investing in a small enterprise.  Extra on this objective within the coming months.

6. Be a profitable entrepreneur and best-selling writer of quite a few works. I wish 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 commonest purpose I don’t obtain a sure objective is as a result of one thing got here up that wasn’t anticipated that took precedence over the earlier objective.

Typically, although, the targets I don’t obtain are simply actually dangerous concepts, and I don’t notice that till I begin engaged on them.  I’m making an attempt to get higher at that, however the occasional dangerous thought nonetheless sneaks in.

Your Targets

As a reminder, I revisit these targets each quarter and make modifications accordingly.  Revisiting these targets is what has been big 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. Download the free worksheet HERE.

Share your targets within the feedback part beneath.

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