My Visual Loftier Goals
April 5, 2012 by Simon
We always hear that it is important to write down your goals.
Some believe that you should share your goals and some believe not … I am taking the approach of making a public commitment.
At the same time I’m publically asking for help with these long term loftier goals.
Here are my Loftier Goals along with our Vision, Mission and Purpose:
- Leading Advisor Inc. is an advising company that helps financial advisors and their teams to meet and exceed their business goals.
- Our vision is to help our clients and their teams feel fulfilled through the development, realization and enactment of their values, vision, mission, purpose and business plan.
- Our mission is to help clients and their teams to wholeheartedly engage in their business to identify, enjoy and profitably deliver their best talents for the benefits of their clients, teams and themselves.
- Our purpose is to seek wisdom, enhance understanding and provide encouragement through coaching, facilitating, speaking and writing.
- Create a more scalable coaching program using video assignments.
- Create a team that includes; management, coaches, sales, customer service and social media
- Republish 100,000 copies of Curing The Unmet Needs Disease
- Become a Non-Executive Director for HNW Financial Advisor /or AGA/MGA Firms
- Speak at 30 Financial Advisor Events per year for $5,000 each
- Produce 24 Corporate Clear Your Roadblocks and One Page Business Plan Webinars per year
- Produce 24 Corporate Clear Your Roadblocks and One Page Business Plan Workshops per year
- Visit with 30 HNW Financial Advisor clients per quarter
- Receive 6 Referrals per month
- Receive 12 prospects per month from our website
- Become endorsed by Financial Advisor Associations
- Increase income to $500,000 per year
In pursuit of our Loftier Goals I am pleased to announce that we have launched 11 new coaching web site pages with related videos and you can check the out here; http://www.leadingadvisor.com/