September is the new January for goal setting.
You don’t have to wait for the calendar change to regroup, refocus, and start laying the groundwork for a successful 2025. In this episode of “Full Advisor Coaching,” Kristin Harad helps financial advisors embrace the back-to-school preparation mindset to create goals that will energize and inspire growth in the year ahead.
Kristin stresses the importance of reflection to take stock of achievements and challenges from this year, and she provides powerful questions to answer before jumping into setting new targets.
Key Highlights:
- Vision and Planning: Having a vision is essential, but planning is the key to making it actionable. September is the perfect time to assess your progress toward your vision.
- Reflecting on Achievements: Reflect on your biggest achievements of the year so far, along with unexpected successes, to help build momentum for the months ahead
- Overcoming Challenges: Take stock of how these moments have shaped your year and what you can learn from them
- Acknowledging Contributions: Recognize the often-overlooked support from your community, team, and other contributors to your success
- Learning a New Skill: Explore the significance of personal growth through new skills and activities that challenge you
- Building Social Capital: Understand the importance of social connections and community engagement, especially in light of the Surgeon General’s warning on loneliness as a health risk
- Planning Ahead: Maintain excitement and fulfillment by always having personal activities or vacations to look forward to, promoting a healthy work-life integration
- And much more!
For more insights and resources, subscribe to the Full Advisor Coaching podcast and share it with your network to spread valuable knowledge within the financial advisory community.
Resources:
- Ep. 2: Busting the Work-Life Balance Myth: Finding Fulfillment Beyond Professional Success
- Ep. 3: The Art of Clarity, Confidence, and Fulfillment
- Ep. 12: How To Avoid Burnout As You Evolve As A Financial Advisor
- Bowling Alone: The Collapse and Revival of American Community by Robert D. Putnam
Connect with Kristin Harad:
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!