"Results are a lagging indicator of your habits."
What you do consistently in private shows up publicly in your results. Small daily actions compound into extraordinary outcomes — commit, show up, and trust the process.
12 of 12 goals set
Business Goals
Recruiting Activity
7
Client Activity
6
Personal Recruits
5
Personal Premium
$7,000
Personal AUM
$500,000
Team Recruits
10
Team Premium
$10,000
Team AUM
$750,000
Next Promotion
RVP
Personal Goals
stick to my 90 days lift/swim plan
Get through the study of Act's, have daily conversation with God, be specific in my goals and needs with him.
Read 30 mins a day in Coach, have daily affirmations. Take away and apply the nuggets from Florida managed, MIT, and licensing from Arizona (Ariel)
12 of 12 goals set
Business Goals
Recruiting Activity
3 recruiting appts week
Client Activity
4 new client appts week
Personal Recruits
2
Personal Premium
$8,000
Personal AUM
$250,000
Team Recruits
9
Team Premium
$15,000
Team AUM
$600,000
Next Promotion
RVP
Personal Goals
Continu to exercise 45 minutes daily
Daily read and study scriptures write in gratitude journal daily
Think bigger. Listen to self improvement daily.
12 of 12 goals set
Business Goals
Recruiting Activity
4 appointments/week
Client Activity
2 Qualified Client Appointments/week
Personal Recruits
3
Personal Premium
$3,000
Personal AUM
$100,000
Team Recruits
6
Team Premium
$6,000
Team AUM
$250,000
Next Promotion
Regional Leader
Personal Goals
Working out 5x/week, drink 2 full water bottles a day 64 oz
10 min of journaling and meditation daily
Listen to a podcast daily, journal, self-improvement book
12 of 12 goals set
Business Goals
Recruiting Activity
6 recruits with IBA this month
Client Activity
6-7 FNA appts
Personal Recruits
6
Personal Premium
$6,000
Personal AUM
$250,000
Team Recruits
10
Team Premium
$10,000
Team AUM
$350,000
Next Promotion
Division Leader
Personal Goals
45 mins exercise 3-5x/week
Daily prayer and at least 5 minutes of scripture/gospel learning
Daily reflections on how I'm reaching my goals