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Goals – Short TermExamples WhatIn the next 6-12 months, what are the outcomes you want to achieve that would make this coaching engagement a very valuable return on investment?Measurement: Rate each outcome for a current baseline on a scale of 0-10 (10 being the highest). Where are you now with this goal?WhyWhy is this important to youHow Competencies, skills, or actions need to accomplish the outcomeREQUIREDLearn more about myself3I want to learn: Who am I? What makes me tick? How can I be the best person I can be? How can I create a balanced life with gratitude, family, and free time?Suzanne’s affirmation exercise.Suzanne’s Notes:Goals for Job Search and Career Exploration:Get an idea of my strengths and opportunities2Know what I do best and where my passion lies.Analyze my assessments: VIA and MBSuzanne’s Notes:Rework resume to include skills section and obtain valuable feedback on form and content.3To position myself for opportunities outside current positon that I am interviewing forIdentify skills and highlight them in Resume. Feedback and review from SuzanneSuzanne’s Notes:Develop LinkedIn profile2To enhance my social media profile and take advantage of outside networking. Attract recruiters and hiring managersReview other profiles; Feedback on setting up LinkedIn. What to include and what to exclude?Suzanne’s Notes:Sharpen Interview skills2To obtain elevated positon and improve financial situationGuidance from Suzanne on various interview styles.Suzanne’s Notes:Financial Advisor Goals: Brand examples:New brand message0Exciting and client focused brand message that engages.Figure out what i do best and brand itSuzanne’s Notes:New Brand visuals New content rich website by 1/310Professionalism and better communication with clients Ask for Suzanne’s recommendation Suzanne’s Notes:Social media 0Position our firm as current and client-focusedDecide which social media to use.Suzanne’s Notes:Become better at Prospecting1Learn better techniques for effective prospecting.Suzanne’s Notes:Other types of goals:Obtain 3 designations: AIF - Accredited Investment Fiduciary?CTS – Certified Tax Specialist CES – Certified Estate Specialist By 12/310Gain knowledge and better add value to my clients / become a holistic advisor and manage everythingStudy, pay money, be disciplinedSuzanne’s Notes:Logos, marketing material, newsletter system 3/310Better communication and better look to business Make time and work with marketing person get it doneSuzanne’s Notes:CRM / redtail by 2/28All client data input into system 3/310Become better organized, never forget about someone or a task Take redtail demo pay ofr it set it up Suzanne’s Notes:Office conference room By 2/280Have meeeting place with client more professionalism Sign agreement with office park let clients know of new office buildingSuzanne’s Notes:Linkedin 200 connections in 6 months 0Network, get my name out there Set up profile and get photo takenSuzanne’s Notes:Emoney By 7/310Complete financial picture for clients Put money aside to sign up with emoneySuzanne’s Notes: 4- 8 new clients / $2- 5mm in assets to manage 0Increase revenue to put back into business make it look more professional Get out of comfort zone, break fears, confidence, go for it Suzanne’s Notes:Executive Goals: Improve visibility within the firm/industry.I want to make a name for myself.Learn how to become known and credible.Suzanne’s Notes:Improve collaboration with senior level peersCreate life-long relationships and widen my network.Hone?engagement and people?skillsSuzanne’s Notes:Become a better leaderBecome a person of influence.Lead by exampleSuzanne’s Notes:Improve financial acumenLearn how I can improve my finance skills. Be an expert in my field.Courses or classes I can take.Suzanne’s Notes:Communicate effectively about finance?with executives?from all functional areasAdvance?career?to a better position & title. Improve?personal?financial?worthWork on communication skills.Suzanne’s Notes:Improve presentation skills. Communicate information in?a digestible way to non-finance members.Be a more entertaining speakerSpeaking and presenting skills.Suzanne’s Notes:Supervise?the work of other staff?membersBe better at supervision Learn to set expectations, motivate staff.Suzanne’s Notes:Exert my InfluenceImpact the organization and leverage my credibility Speak up more often. Share my ideas.Suzanne’s Notes:5 year goals: Where do you want to be in 5 years? 1) Have vacation home in the islands2) Have successful and profitable finance business / career (making over $500k net/in my pocket)3) Give back financially (over $100k a year) to charities4) Take a month’s vacation5) Work virtually 50% of the time

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