
“Folks with clear, written objectives, accomplish way more poker online in a shorter time frame than individuals with out them might 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 development.
I seldom use the expression “recreation 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 could apply to your personal 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 completed up to now 90 days.
Consider me, as busy as I’m, I generally lose sight of all of the wins – massive or small.
The following half that we discuss is what I wish to give attention to right now.
G-O-A-L-S
One other a part of our day is targeted on writing our objectives for the upcoming quarter, in addition to revisiting/updating our 1-year, 3-year, and lifelong objectives.
Previous to becoming a member of Strategic Coach, I had a good behavior of writing down my objectives firstly of every yr.
I assumed that by publishing my objectives as weblog posts, I might keep dedicated and obtain extra.
Guess what occurred?
I revealed one other weblog publish shortly after I revealed these. And one other. And one other. And one other. You get the purpose:
I forgot about these objectives and I barely revisited them.
Now, due to my teaching program, I evaluate my objectives persistently and may visibly see what I’ve performed, and what I have to do.
That self-discipline has yielded exponential leads to my enterprise and in my private life.
Enterprise-wise, my income has elevated virtually 100% since I began creating and persistently revisiting my objectives. 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, somewhat than the issues I’ve to do.
As I mentioned beforehand: #gamechanger.
Beneath, you will see my most up-to-date set of objectives 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.
Concerning a number of the income objectives, 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 sturdy. 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 objectives….
Quarterly Objectives (This quarter ends January twenty fifth)

1. Launch Good Monetary Cents Podcast – This contains ordering intro off of Fiverr.com and recording at the least 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 person 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 brand:

3. [Done] Give killer speak at FinCon. I went; I spoke; I conquered. You’ll be able to learn my spouse’s recap of the occasion 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 certainly one of Mandy’s blogging buddies in Pittsburgh, however we by no means took an precise household trip. A part of the difficulty is that Mandy thought we’d 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 imagined 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 might 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 important group over there, however they have been in want of getting an professional 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 rules of my guide, which might be out there in the event you join their e-mail record. Getting my guide and my model much more uncovered to their viewers is large.
What’s much more enormous is that the fabric I create for the course may also be supplied for my readers, too. Nothing like doing work on a challenge 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 first-rate instance of getting to regulate on the fly and go together with what’s sizzling.
1- Yr Objectives
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 aim is to see if my on-line income can surpass my monetary planning observe.
2. Streamline duties of Alliance Wealth Administration, LLC. Provoke programs and processes that permit my group to deal with the brunt of the work. To make this occur, the next have to happen:
- Deliver on a strategic associate to change into 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 consumer relationships.
- [Done] Rent a “Director of First Impressions” to deal with all incoming and outgoing calls with purchasers. This individual will be capable of 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 might be to do 2 podcasts monthly. I’m nonetheless leaving a door open to launch a Soldier of Finance podcast to assist with guide advertising. (Observe: I’ve determined towards the Soldier of Finance podcast and can as an alternative do a Good Monetary Cents podcast. See quarterly aim.)
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 buddy and I in a motor residence and simply drive. We toured northern California, Oregon, and Nevada, making a number 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; every little thing else might be an journey.
3- Yr Objectives
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 evaluate conferences and joint preliminary conferences with greater purchasers, however a lot of the work might be performed by my group. For this to succeed, I have to implement the plans acknowledged in my 1-year objectives.
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 would like 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. Dwell overseas with whole household for at least 3 weeks (4 most well-liked). My excellent nation is Australia. This was really a 1-year aim, however my spouse thinks taking 3 younger boys (present ages are 6, 3, and a pair of) and dwelling overseas could be extra ache than it’s price. 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 might be prepared for our first European (or Australian!) trip. 🙂

Lifetime Objectives
1. Non secular 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 wish to frequently love and assist my spouse, and achieve this in an Godly method.
2. Dwell an extended and filling life with my spouse and household. Elevate my children with the philosophies of: working onerous, however not sacrificing “work” for what you like; love first; and deal with individuals with respect (Golden Rule)
3. Have a number of multiple-system pushed companies that produce >$100,000 a month of passive revenue.
4. Dwell in a number of international locations (5+) for an prolonged time frame (minimal 3 weeks) with whole household
5. Encourage over 1,000,000 individuals 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 aim within the coming months.
6. Be a profitable entrepreneur and best-selling creator 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 objectives?
Nice query! If I don’t obtain my objectives for that quarter, I don’t beat myself up over it. The commonest purpose 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 objectives 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 Objectives
As a reminder, I revisit these objectives each quarter and make modifications accordingly. Revisiting these objectives is what has been enormous for me.
When’s the final time you wrote down your objectives? Extra importantly, when’s the final time you’ve revisited them?
Free Obtain: Need the identical worksheet I used to jot down down my objectives every quarter? Seize my Purpose Achiever Worksheet and put your objectives into hyper drive. Download the free worksheet HERE.
Share your objectives within the feedback part beneath.