I’m a growth consultant, wired to see opportunity. When you’re in the day-to-day grind, it is hard to see the opportunities in your business. The busier we are, the less productive we become, and work becomes…work.

The challenges of COVID-19 have made it especially hard to step out of a reactionary state and into an opportunistic state. However, you can interrupt the grind and shift into an opportunistic state this year.

Below are the five best practices I’ve used to help advisors and their teams regain clarity about what they are doing and why they are doing it to drive value for their clients.

One requirement for these tips to work is to believe that you are in control, which you are. When you believe you are in control of your outcomes, anything is possible.

Set yourself and your team up for success with these five tips:

1. Use momentum goals

Momentum goals are small and achievable to build the feeling of progress, and achievement. Small wins drive engagement, motivation, and progress. Small wins lead to big results (read my article, The Downside of Thinking Big, Think Small to Grow).

Access my Momentum Goal Worksheet to develop your momentum goals.