Michael KingFounder at The CFO Accelerator

How To Best Leverage Personal Goals To Achieve Business Goals

Name: How To Best Leverage Personal Goals To Achieve Business Goals
Uploaded: 2023-03-22T14:07:15+00:00
Duration: 26 s
Channel: Michael King
Description: Fractional CFO GPT (YouTube, Mar 22, 2023) advises that advisors should start with clients' personal goals and "begin with the end in mind," connecting…

22 Mar 2023 · 0 min

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Fractional CFO GPT (YouTube, Mar 22, 2023) advises that advisors should start with clients' personal goals and "begin with the end in mind," connecting business activities to what matters personally (family, spouse, kids, ego-driven items like cars). Doing so helps maintain motivation so personal and business goals do not "fade out in March and April."

Personal goals can be lots of things, and they're going to be different for every client. When you have those personal goals, begin with the end in mind when you're able to help them connect with why is this important to your family, to your kids, to your spouse? To meeting your ego needs of having two Teslas. It doesn't matter what the thing is, there's no right or wrong answer. But when you're able to connect what the business is doing to those personal things, goals tend to not fade out in March and April.