Close Close

Practice Management > Building Your Business

What’s your plan for 2015?

Your article was successfully shared with the contacts you provided.

You’ve made your New Year’s resolutions. Now it’s time to resolve to make your business dreams come true.

1.    Put it in writing. A written plan is more likely to lead you to the results you want than some random thoughts about what you want to happen. Writing it down makes it real. Just stating a goal (or even writing it down) without a written plan to reach it, isn’t enough when it’s March and your heart isn’t in it anymore.

2.    Get crystal clear about what you want. Whether it’s the number of enrollments, applications, new clients or a dollar figure of assets under management, you need to get specific and have a burning desire to make it happen, or it simply won’t. What is your ultimate goal for the coming year?

3.    Break down your ultimate goal into “process goals.” What do you have to do each month, week, day and hour to generate the results necessary to reach your ultimate goal?

4.    Get clear about what you do and how you tell people about it. The first thing you must know in order to answer the question “What do you do?” is who you work with. If your answer is usually “anyone,” I suggest you rethink it. If you claim to be everything to everyone, many people will conclude that you’re not the best at anything. The other thing you need to know is what you provide to your clients. We tend to talk in outcomes (“I do financial planning” or “I’m a wealth advisor”) which have no emotional impact.

Want to take your business to the next level this year? The first step is having a great plan.

Sign up for The Lead and get a new tip in your inbox every day! More tips:

Sandy Schussel is a speaker, business trainer and coach who helps sales teams develop systems to win clients. He is the author of The High Diving Board and Become a Client Magnet. For more information, go to