When I launched my planning firm, my goal was to add one client a month, so that by the end of my first year in business I would have 12 clients on retainer. My wife challenged me about this goal the other day, asking if it was too aggressive. But that made me think: Have I made this goal too aggressive, or not aggressive enough?
Every year, I try to set various professional goals for myself -- to push myself to become a better and more successful financial planner. Now that I run my own practice, my initial goal is to grow and help more people. I know where Id like my firm to be in five years -- and that will take a total of one new client every month.
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