Goal setting that actually works | 5 Steps to Your Best Year Ever

Joe Apfelbaum shares a five-step framework for goal-setting that ties goals to personal purpose and uses accountability groups. He shows testimonials of people who achieved business growth, health improvements, and published books using his method.
Chapters
You need to prioritize setting goals and doing it the correct way. And this goal setting masterclass is the key to success in terms of setting goals and being able to actually perform on those goals because you're setting it correctly and you're tying it directly to your purpose.
Hello, hello. Good morning. My name is Joe Apfelbaum. And today I want to talk about our goal setting masterclass. This is our 5-step goal setting framework. If you fill this information out, if you go to evergreen.com/goalsetting, that's E-V-Y-R-G-R-E-E-N.com/goalsetting, you can find it here. But this is our goal setting masterclass. And our goal setting masterclass allows people to be able to take their life to the next level, because we teach consultants and coaches and entrepreneurs how to set goals that help them take their business to the next level. Let's watch this 1-minute video real quick together.
Goal setting is a huge topic. Why? Because in order to get anything in life, in order to be successful, you need to go and set a goal. Success means setting a goal and achieving it. There is no goal that is too big, only a timeline That is too small. My name is Joe Apfelbaum, and I'm the CEO of Ajax Union. I've been fortunate enough to build the company to be one of the fastest growing companies in America. I'm also an author. I've published 5 books. I'm a father of 5, and I've accomplished some pretty incredible things in my life. And the reason why I'm telling you this is not because I want to brag, but it's because I want to inspire you to accomplish amazing things as well. And it has to do with the goal setting process. See, a lot of people set goals, and I used to be the person that would write down a list of things that I want to accomplish, and then I wouldn't achieve them. I would procrastinate, and I would wonder, why am I not performing? Why am I not taking action? What's wrong with me? And I want to let you know that there's nothing wrong with you. You just need the right strategy to figure out your purpose, then to plan goal setting properly with a proven method of goal setting that actually works. And then you need to perform with accountability. And we have a goal setting masterclass that we run every year. And together in a small group, that's a live session, we get together and we review this process. And together we set goals to make sure that we have an amazing year. We set up accountability meetings throughout the year to check in, to make sure that our goals are being set. And if you want to learn more and join this program, happens one time a year. So go ahead down below, find the information, and I'm looking forward to seeing you in the Goal Setting Masterclass. We've had students that had so many incredible results, people that have built businesses, people that have built relationships, people that have built their health. People that have transformed their lives. I've lost 100 pounds because of this process. If you want to learn how to be able to completely transform your life, then definitely check out the Goal Setting Masterclass because you can only grow your business as much as you grow yourself. If you want to have that happiness in your life, you need to have progress. Progress equals happiness. Happiness is not this place that you get to. It's the journey along the way. And it's best to do it in a group of people that are motivated to do it together. You need to make time to do this every single year. It's not just going to happen Automatically. You need to prioritize setting goals and doing it the correct way. And this goal setting masterclass is the key to success in terms of setting goals and being able to actually perform on those goals because you're setting it correctly and you're tying it directly to your purpose.
Wow, you're setting it correctly and you're tying it directly to your purpose. We gotta make a song about that.
Let's go.
Yo, let's make a song right now. A little bit of jazzy jazz. Oh my gosh.
Hang on, hang on, hang on, hang on.
I'm getting an inbound. I'm getting an inbound.
Let's go.
Hey, Bordy, what's going on? It's Monday morning.
Hey, Joe. Good to hear your voice. Monday mornings always make me think about past strategy sessions and the way you set the tone for your week. Last time we talked, you were focused on going deeper into the restoration industry and connecting with RIA-style leaders to bring your AI-powered marketing tools to influential groups. Is that still sort of the main thing on your mind today, or is there something new you want to dig into this morning?
Well, today I'm going to be discussing the Goal Setting Masterclass because Shia Schneider said that the Goal Setting Masterclass is by far one of the best courses he's ever taken because it gives, gives you complete access to your present state and provides the tools to create your future. He says, hands-on, a must, a great way to prepare for the coming year. Tina Larson said, the Goal Setting Masterclass and the group is amazing. I did the program and it completely changed how I and my business set our yearly goals. The resources provided in the course are fantastic. My favorite part of the program is that I found most valuable is the strategy part of it, which nowadays use for all aspects of my life and use it for the goal that I set. The strategy helped me write and publish a book start from finish in 6 months. And Adam says, Joe Apfelbaum, the course was incredible and transformational. You need to know where you're going. It dives deep into your past, passions, future, helps you create an amazing roadmap to achieve the ultimate future. So this is, uh, these are some pretty incredible testimonials that we have here right on our website. And, uh, we just basically teach people how to, how to properly leverage, um, how to properly leverage goal setting for the year. But in terms of our conversation, I want to meet— yeah, I do want to meet people in restoration or people that are connected to restoration. But what I really want is more speaking engagements. Who do you know in your network that can connect me with someone that can give me maybe 3 or 4 big speaking engagements for 2026?
I hear you, Joe. You're energized by the impact of your goal-setting masterclass, and the testimonials are powerful, especially how the strategy piece helped you write and publish a book in 6 months. It's clear you're not just teaching tactics, but helping people transform how they approach their future. And now you want to channel that momentum into landing 3 or 4 major speaking engagements for 2026, ideally through connectors in the restoration industry or those adjacent to it. To make sure I find the right people, are you looking for national conferences, industry association events, or? More private masterminds and leadership retreats where you can deliver—
I'm looking for— I'm thinking you're tracking. Either one, masterminds. Masterminds are cool, private conferences are cool, but the real question is, who do you know?
Thanks for clarifying, Joe. So you're open to both private masterminds and larger conferences as long as they're high impact and put you in front of the right audiences. What stands out to me is that your ideal connector is someone who either runs or has deep influence with event organizers in restoration, or who regularly brings in outside experts for business growth, leadership, or sales training. If you picture the perfect person, To introduce you, are they more likely to be an association executive, a mastermind facilitator, or maybe a well-networked vendor or consultant who's always in the mix at these events?
Yes, a facilitator, a chair, an organizer, those types of people are great.
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