Are you one of the few who woke up this morning looking forward to your work day?
You are one of the 638,322. Your vocation offers the freedom to build a business on your own terms. You decide how hard you will work. Yet, far too many financial advisors are mired in routine. It is easy to become oblivious to the brilliant opportunities that surround you.
However, you can choose to purposefully focus your full attention on priorities that matter most. Of course you know what it is going to take to grow your business. You know you will have to make the prospecting calls, reach out to high-net-worth people, and ask them to do business with you. Of course you must be knowledgeable, competent, and trustworthy.
But what may surprise you is the importance of staying engaged in your daily work. Out of the 638,322 registered representatives, are you one of the few who woke up this morning looking forward to your work day?
Here are four steps to re-engage with your work, so you can grow your business and find meaning in the daily activities of a financial advisor.
Step 1: Establishing Clear Objectives
Objectives are the foundation your goals will be built upon; they carry a deeper sense of meaning. Clear objectives affect more than your business. They affect your life. Clarifying your objectives requires clarifying the values that are most important to you. Growing your business begins with understanding your priorities and your purpose in life. Your life objectives must be easy to understand, sharply defined, and free of confusion.
How to set clear objectives. Click on this link to prioritize the values that are most important to you. Watch the two-minute priorities video and download the priorities worksheet. Then establish your written priorities.
Click on this link for more information on how to rediscover your purpose. Watch the three-minute video. Download the "rediscovering your purpose" worksheet. Create your written purpose statement.