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How to Set and Achieve Your Goals in 2020

As the new year arrived and you had time to reflect on what you hope to accomplish in your financial advisory practice over the next 12 months, it probably felt like you were brimming with unlimited potential.

However, with 2020 now well under way, you may already feel your enthusiasm for the new year dampening and finding yourself falling back into old habits instead of embracing new ideas.

Rather than slipping into your old routines and focusing on putting out daily fires, we have the ideal way to hold yourself and your team accountable for setting and achieving goals, now and throughout the year.

Step one is to download our Goal Tracking Poster. With easy sections ready for you to write your near-term and long-term ideas, this poster will help you organize and illustrate your vision for a productive 12 months.

See Ironstone Founder and certified coach Andrea Schlapia explain the value of getting your thoughts (and hopes!) out of your head and onto paper.

We also have a Sample Poster completed with common goals and figures that might serve as a good starting point for getting your own ideas flowing.

Once you download and print our Goal Tracking Poster, you’ll be well on your way to making 2020 a banner year for better progress with your practice!