The Perfect RIA

Goal Setting Gone Right: Stop Faking It, Start Making It

Feb 21, 2025

Discover the secrets to mastering goal achievement with insights from an executive coach. Learn about the importance of focusing on one goal at a time rather than overwhelming yourself with too many changes. Explore the four essential characteristics of successful goal achievers: clarity, confidence, courage, and consistency. The conversation emphasizes the value of coaching and regular reflections to overcome common challenges and maintain progress. Tune in to transform your approach to goal setting!

06:24

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Quick takeaways

Clarity in defining goals is essential for successful achievement, as it helps individuals understand their desires and motivations.

Having a coach significantly enhances goal attainment by providing accountability, fresh perspectives, and guidance to overcome challenges.

Deep dives

Characteristics of Effective Goal Setting

Successful goal setting involves several key characteristics identified by experts. Clarity is crucial, as it helps individuals understand precisely what they want and why, thus avoiding conflict in their pursuits. Confidence comes from taking actionable steps toward goals, creating alignment between self-perception and actions, while reframing limiting beliefs can further enhance this confidence. Courage is essential for embracing discomfort, allowing for personal growth and the realization that successful individuals often experience fear but choose to act regardless.

Characteristics of Effective Goal Setting

6min

In this week's Follow Up Friday, Amber Kuhn recaps an insightful conversation between Matt and executive coach Kristen Burke about the art and science of goal achievement. While many advisors start the year with enthusiasm, that initial energy often wanes as the first quarter progresses. Kristen, drawing from her extensive experience coaching advisors since 2009, revealed that success lies not in attempting wholesale changes but in mastering one goal at a time. She shared four essential characteristics of successful goal achievers while also highlighting the value of having a coach to guide and support individuals in their journey.

Resources in today's episode:

- Episode Website - From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]