The Ultimate Adviser’s Resolution

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If you are like most advisers, you are excited about the new year. It brings promise of fresh beginnings, the excitement of new activities and the hope of having a much more prosperous year than the one we are leaving behind.

Many of us believe that new year’s resolutions are the key to making our business dreams come true; it is actually the implementation of goal-related activities that leads you along the journey toward your desired destination. That is the ultimate adviser’s resolution.

Advisers know that the road toward reaching goals is often paved with hazards, such as a lack of business vision, weakness of daily structure, mishandling interruptions, not having a tracking process nor a reward or punishment system.

Thus, the secret to the ultimate adviser’s resolution is to be consciously and consistently aware of conducting your daily business tasks so that they are aligned with your daily, weekly, monthly, quarterly and yearly goals. A simple way to “check in” during the day is to ask yourself, Is the activity that I am doing right now helping me obtain my goals? 

The secret to implementing the action steps to reach these goals is to use the following four steps…

Step #1: Record and Review Your Ultimate Business Vision

After you are crystal clear on what your ultimate business vision looks like, complete with mission statement, you must write it down. Goals rarely get accomplished unless they are written down. Compartmentalize those goals into quarterly, monthly, weekly and even daily goals. Review and re-evaluate your written goals.

Step #2: Systematize and Automate Your Business Actions

After you map out the business action steps that are necessary for reaching a goal, you must remind yourself of these steps everyday. The way to do this is to systematize each goal-related activity.  An example can be given around conducting eight seminars this year. Your first seminar could be February 15. Determine what weekly actions have to happen in order to have your seminar, thereby systematizing the process, and automate each step by putting a pop-up reminder in your contact management system to remind you when to implement each step.

Step #3: Anchor Your Business Actions

Business actions rarely are consistent when there are no consequences, positive or negative. You must create a reward system so that you can give yourself affirmative reinforcement for daily, weekly and monthly goals met. Conversely, you must also have consequential systems in place to make sure you continue taking action to avoid the punishment.

Step #4: Measure Your Goals Implementation Process

You must have and set objectives with a measurable system for tracking goals. This is the only way to ensure your actions are aligned with your goals. A simple way to determine objectives is to ask yourself, Can I measure my goal implementation process with a graph? If you can chart your activities, you have clearly defined objectives. If not, it is time to revaluate your process.

Remember, the secret to the ultimate adviser’s resolution is not only to have goals, but to consistently implement any goal-related actions so that you accomplish your goals. Resolve to make this the year that you consciously manage the journey to reaching your ultimate business vision!

If you are interested in receiving the Advisor Solutions Building a Business Blueprint Action Guide, which walks you through systematizing and automating your action steps to ensure your success, please contact me at

Daniel C. Finley
Advisor Solutions Inc.
St. Paul, Minn.

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