By Molly Powers

As we embark on the start of another school year, I cannot help but think about the fresh start that awaits students and teachers. A new season offers a world of opportunity.

Have you considered what your next challenge will be? Advisors often ask me how they should approach goal setting midyear when there is little time to do anything but keep up with the hectic routine that develops close to year end.

According to Gretchen Rubin, author of The Happiness Project, September is the other January, a time where you can make new resolutions and dedicate yourself to something new.1 Financial advisors know the learning never ends regardless of the season. Now is the time to evaluate your current business goals and dedicate yourself to setting the next one.

Three ways to utilize goal setting in the second half of the year:

  • Be Specific: Outline the time frame in which you must achieve your goal and ultimately define the objective. Set aside time each week to work toward what you are trying to achieve.
  • Be Accountable (to yourself): Find ways to make yourself accountable by committing to a group or paying for a service such as an app to track your progress.
  • Be Realistic: Your goal should be something that is attainable. If your goal is a major undertaking, determine the stepping stones that are crucial to achievement. Take on those items to keep you motivated to get through the necessary groundwork.

Regardless of your goal, it is within reach with dedication and determination. You can liken this same thought process to how you work with your clients. Financial goals are realistic and remain in sight if clients can stay the course using the financial plan you have built together.

This September, whether you choose to get motivated or inspire others, take the initiative and go for the goal.



Molly provides support to advisors in different stages of their career from onboarding to succession planning. With nearly a decade of experience in financial services, she serves as a primary resource for new advisors, acquisition transitions and practice management.

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1 Gretchen Rubin, “Agree? Disagree? September Is the Other January. Time for a New Start.”, August 30, 2015.

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