Unlock Success Set a Goal and Achieve Financial Growth!

Hello, I’m Alex Khassa from clientsblackbox.com, and I’m excited to share with you the first crucial step on your journey to success in 2024. Before we dive in, make sure to subscribe and hit the like button to stay updated with valuable insights. Today, let’s talk about the foundation of any successful endeavor – having a goal.

Step 1: Have a Goal
In the vast landscape of financial advising, setting a clear goal is the first and fundamental step. What is your 2024 target? If you haven’t defined it yet, take a moment to write it down. It may seem obvious, but having a specific goal is like having a North Star to guide your direction. Without it, you may feel lost and uncertain about whether you’re heading in the right direction.

The Power of a Goal:
Having a goal is not just about setting a random number; it’s about giving every action you take a meaning and purpose. A well-defined goal is a source of motivation that propels you forward, ensuring that every effort contributes to a greater purpose.

The $30 Million Minimum Standard:
Drawing from my experience, I firmly believe that every holistic advisor should set a target of a minimum $30 million a year in new assets. This isn’t an arbitrary number – it represents the potential for growth and success when engaged in the right activities. Half Fixed Index Annuities (FIA) and half Asset Under Management (AUM) is a balanced approach that is not only achievable but can significantly elevate your practice.

Talking to the Right Prospects:
If you find yourself falling short of this benchmark, it might be because you aren’t spending enough time engaging with the right prospects. Success in financial advising is a numbers game, and you need to talk to enough people with substantial assets to reach your goals.

As you embark on your journey to success in 2024, remember that having a goal is the first crucial step. Define your 2024 target and let it be the driving force behind your actions. Stay tuned for more insightful steps to guide you on your path to success. 

Alex Khassa

Alex Khassa

Alex Khassa is a marketing consultant for financial advisors, partnering with RIAs (2-30 advisors) to 3x their FIA production fast w/ better ROI & 10x less effort... without webinars, seminars or buying more leads.


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