We all need to write down 2 types of goals….
Jun 13th, 2007 by Vikram Rajan
As professional advisors we are used to getting the job done, on time, for our clients. But how accountable are we to our own practice development and marketing projects?
It may be awkward for us to put on a sales professional hat. But the best salespeople write down 2 types of goals for themselves and their team:
For any project… on a weekly basis… monthly… and so forth, we need 2 types of goals. Both are measurable, both help us stay accountable, both help us plan better.
Without writing down and affirming BOTH TYPES OF GOALS, we will fall short of achieving what we want, when we want, and how we want it. It’s a quick 2 minute podcast, take notes and ask your colleagues which type of goal they write down:
1) do they have any goals?
2) do they write it down?
3) do the only affirm one type of goal?
Now you know better. Friends don’t let friends grow without goals!
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