Fractional CFO GPT advises coaches/CFOS to connect clients' personal goals (family, home, debt payoff) to their business objectives to sustain motivation. The speaker cites Stephen Covey's 'begin with the end in mind' and recommends revisiting those personal motivators regularly to keep clients committed to difficult work.
Chapters
When you have those personal goals, like Dr. Stephen Covey says, 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? It doesn't matter what the thing is. There's no right or wrong answer when you're able to connect what the business is doing to those personal things. Goals tend to not fade out in February and March and April. When you go back to them and you say, hey, three months ago you told me it was really important then that your wife got her student loans paid off and you guys had a down payment for this house because you're tired of renting. Did that change? Let's keep in the game. Let's keep doing the hard work. When you're able to make those kinds of connections, it's a different game. As far as goals go.