How to Get Better as a Financial Planner

I like the change of the calendar year. It's a convenient time to sit down and take an inventory of where things are and assess the plans for where things are going.

2014 was an awesome year. It was certainly one of the more challenging times of my life and was filled with change of all types. But it was awesome.

2015 will be transformative. This year, I'll be heavily focused on stepping up my game and making everything I do to be world class.

I have plenty of goals. But for me, the end result of achieving a goal is less important than who I become on the way.

Also, since there's no way for me to achieve a lofty goal without developing as a person, I tend to focus less on the goal or outcome and more on the plan of what I need to learn and who I need to become.

In today's show I share with you some of my areas of focus for 2015 and some of the plans I have for my personal development.

Here are three of my areas of focus for the coming year coupled with some of my action plans for development as an example with resources:

1. I am a world-class business owner.
   • In order to be a world-class business owner, I need to sharpen and hone my personal productivity skills.
     • Nozbe
       • Action: Complete their 10-part skills course and program training videos.
     • Evernote
       • Action: Work through Brett Kelly's Evernote Essentials Book again
     • Gleeo Time Tracker and Alarm Every 15 Minutes
       • Action: Add a careful review of my time usage to my weekly review. Look for items to delegate.
     • Rescue Time
       • Action: Check to see if it has been improved and if it will serve my needs.
   • In order to be a world-class business owner, I need to strenthen my habits in these areas:
     • Work from a list of prioritized importance.
     • Plan each day's work in advance.
     • Complete my weekly reviews, without exception.
     • Complete my comprehensive monthly reviews, without exception.
   • In order to be a world-class business owner, I need to establish new skills and a new comfort level with outsourcing and team building. I also need to focus on automation and systematization.
     • Chris Ducker
       • Read Virtual Freedom and implement/test ideas
       • Read his blog archives and implement/test ideas
       • Listen to his podcast archives and implement/test ideas
     • Sam Carpenter
       • Read Work the System again and implement/test ideas
       • Read his blog archives and implement/test ideas
     • Ari Meisel
       • Read Less Doing and implement/test ideas
       • Read his blog archives and implement/test ideas
       • Listen to his podcast archives and implement/test ideas
     • Tim Ferris
       • Read Four Hour Workweek, Four Hour Body, and Four Hour Chef again and implement/test ideas
       • Read his blog archives and implement/test ideas
       • Listen to his podcast archives and implement/test ideas
   • In order to be world-class business owner, I need to build new skills with Wordpress on my site and other aspects of internet business.
     • Wordpress
       • Look for Wordpress training and complete
     • Membership software
       • Look for membership software training and complete
     • Aweber
       • Look for Aweber training and complete
       • Look for email marketing training and complete
     • Screencasts and video production
       • Look for screencast solution and create presentations
2. I am a world-class podcast host.
3. Radical Personal Finance is a world-class financial education resource.
4. etc... (listen to the show!)

Enjoy!

Joshua