3 Financial Advisor Life Changing Motivation Tips

Motivation.  It’s what we need to help us complete things that are difficult for us to do.  It’s what inspires us.  It’s what keeps us going.  It’s that feeling you get when you listen to your workout playlist.  (I’m hearing a song right now.)

I love the idea of motivation.  I love the idea of inspiring others to achieve their goals.  It’s a very important part of the coaching I do.

Sometimes motivation is easy to find.  Sometimes situations dictate it.  When the problem is big enough and immediate enough motivation has a way of appearing.

Other times though, motivation can be hard to find.  When the thing we want to accomplish is difficult, far away, tedious, or easy to put off, it can be hard to find the push to get going and to keep going.

As a financial advisor you may have experienced this.  Maybe you wanted to get new clients, or maybe more affluent ones, but setting aside time each day for prospecting always seemed to take back seat to something else.  Maybe you wanted to advance in your career, but just couldn’t take the steps to do it.

If you’ve faced this, you’re not alone.  A lot of us go through this.  The key though is to do something about it.  They key is to discover how you can be motivated to do the things you really want to do.  They key is to feel a workout song even when your playlist isn’t playing.

Below are three life changing motivation tips.  These are little things, but if you apply them to your financial advisor business, and use them as a starting point for more, they can be the beginning of changing your life.

Set little goals as a financial advisor

It can be hard to be motivated when you think that someday you want to climb a mountain.  Someday is far away, and mountains are really tall.  It can be a lot easier to be motivated when you think that next month you want to climb a hill.  Next month is near, and hills aren’t so big.  That’s the idea behind setting little goals.

When you set little goals, both in terms of time frame and in terms of what you want to accomplish, it can be a lot easier to feel motivated to achieve them.  When something feels reachable, like the top of a hill next month, climbing it doesn’t so insurmountable.

When you set little goals, there are a couple of routes you can go.

First, if you have a big goal, like you want to gain a certain number of new clients for your financial advisor practice this year, then you can break that goal into smaller goals.  Maybe first, you focus on getting five new clients.  Then ten.  Then fifteen.  You get the idea.  By trying for something lower it can be easier to find the motivation to do it because what you’re trying to do seems more attainable.

Second, if you have a big goal, again, like you want to gain a certain number of new clients this year, you can break it into smaller goals.  For example, you might think of things you need to do to get new clients, and set those things as your goals.  You might divide them by time and for example, in one month you might set a goal of making so many prospecting calls, sending an email newsletter, implementing some new marketing ideas, and attending an event with potential clients.  The idea here is that by breaking a big goal into smaller tasks, you can more easily find the motivation to do those tasks.  It’s the difference between saying you want to read a four hundred page novel, and saying you want to read ten pages at a time.  By focusing on what it takes to get where you want to be, it can be easier to be motivated to get there.

Focus on what you can control as a financial advisor

Some goals are partially outside of your control.  For example, take the idea of getting a certain number of new clients for your financial advisor practice that was mentioned above.

On a certain level, gaining new clients is out of your control.  I mean, you can’t make people become clients.  You can market to potential clients and provide great service, but at some point the decision is theirs on whether or not to become your client.

Because of this, trying to find the motivation to accomplish a goal that is at least partially outside of your control can be hard to do.  How can you find the get up and go to do something, if you think that somewhere along the way someone might not let you go further?

The key to finding motivation in these situations is to focus on the things that you can control.  Rather than focusing on the big goal, that at some level has someone making a decision, you can instead focus on smaller goals where you are in control.

Take for example, getting new clients.  While you can’t control how many new clients you get, you can control the steps you take to get new clients.  You can control how many prospecting calls you make, how many posts to social media you post, how many newsletters you send, the quality of service you provide, and more.  There are a number of things that lead you to getting new clients that are totally in your control.

When you focus on what is in your hands, the motivation to work toward something becomes easier to find.  Because you know you can achieve what you want to achieve simply by putting in the time and effort, the sense of wanting to work towards it grows.  This is motivational.

Focus on your strengths

Sometimes when we try to achieve something we try to do it by overcoming our weaknesses.  We look for things that don’t come naturally to us or we aren’t good at and we look for ways to overcome those things as we try to achieve our goals.

While overcoming our weaknesses and stepping outside of our comfort zones can be a good thing, it isn’t necessarily the most motivational thing when you are trying to complete a goal.  It can be easy to find ways to avoid things we aren’t good at or that we don’t like doing.

When you try to accomplish any goal, rather than looking at what you don’t do well or what doesn’t come naturally to you as a means to achieve it, instead focus on what you do well and what does come naturally to you.  By focusing on your strengths, you’ll find things easier and more enjoyable, and you’ll achieve greater results.  This will motivate you.

 

Finding the motivation to achieve goals can sometimes be hard.  Although we want things, sometimes it can be hard to find the get up go to go get them.

If you want be motivated to achieve something, set smaller, more manageable goals, focus on the aspects of your goals that you can control, and focus on your strengths.  When you do this, you can find the motivation you are looking for, you can find more success, and your life can change.

About Suzanne Muusers