Financial Advisor Goals – What Kind of Goals Should You Have?

It’s that time of year again when all successful advisors are creating their next year’s goals. What are your goals?

One of my goals this year was to get creative and make my own videos right from my office desk.

Four years ago I made my first video. It was a REAL production.

  • I had to buy a video camera.
  • I had to learn to operate said camera.
  • I had to learn to save the video and transfer it to my computer.
  • I had to learn to edit the video.
  • And I had to learn to load the video to youtube.

PHEW! After all that I only made one video because it was such a pain.

LESSON LEARNED: Make a goal easy if you want to accomplish it!

Well, this time around, thanks to a HD videocam I was able to greatly simplify this process by recording videos right from my office desk. I imported the video into Windows Movie Maker, edited the video, and loaded it to youtube all in one hour! You’ll notice my favorite office painting in the background of the video: “Follow Your Dreams.”


Here’s the transcript from the video:

Hello. I am Suzanne Muusers, Business Coach to successful financial advisors worldwide since 2004. I work with clients that have from 20 million under management up to $600 million under management and I’ll tell you what – my clients have one thing in common: they have a Business Plan with detailed goals, both big and small.

We all need goals to be successful in life. One mistake that I would like you to avoid is to only focus on business goals. You have to be willing to grow YOU as well as your firm. If you create goals to grow YOU, your skills will improve and you’ll attract a better quality of client.

What kind of business goals should you have? A revenue goal. Number of new clients. New assets under management. Production level if applicable.

What kind of personal goals should you have? Fitness goals. Self improvement goals like reading, classes, conferences. Self care goals like vacations, going to the spa, and special restaurants you would like to try.

You should create a mini business plan for each year you are in business and a detailed goals section is one of the most important sections of your business plan. I’ve developed an easy to use BP system that has four sample financial advisor business plans (so you can see what successful advisors have done before you). My program also has a six day ecourse to help you write your custom plan. To learn more go to

Thanks for watching and remember – a goal without a deadline is just a wish!

About Suzanne Muusers

2 Responses to “Financial Advisor Goals – What Kind of Goals Should You Have?”

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  1. I really like the sound of that “a goal without a deadline is just a wish” and as for sure that is the real problem with most of us, we set alot of targets/goals but we just feel like skipping them for another time. This is quite common for even waking up in the morning if set up an alarm then it works and you wake and like wise setting a deadline will speed up the process and encourage us to succeed. Thanks again for your excellent share, i wish to share with my friends on FB with your permission..!!


  1. […] Goals – Do you have personal and business goals that motivate you and encourage you to grow? I find that unless you are willing to grow YOU it’s difficult to grow your firm. How can you become the best financial planner you can possibly be? What skills do you need to develop? What connections do you need to leverage? How many new clients do you want in the coming year? What’s your revenue goal? […]