Roadmap to Referrals Podcast

Here’s Some Episode Highlights: Are you still holding out on going through the Reverse Goal Setting process? In this episode, you’ll hear from business owners who went through the Reverse Goal Setting process three years ago, two years ago and last year for the first time. They share how their business and life has shifted…

Here’s Some Episode Highlights: Home stretch my friends… Step 3 of  Reverse Goal Setting™ process is all about the set up. It’s how we set up our goals so we crush them next year! Make sure to listen in to this episode as I explain the categorization of goals… each goal is either a project-based goal,…

Here’s Some Episode Highlights: We’re taking a quick pause from the Reverse Goal Setting™ process so I can answer your questions about goals. I dive into why I put such a big emphasis on the why behind your 5 year vision. I answer the question on why I don’t goals in a SMART or SMARTER framework…

Here’s Some Episode Highlights: We are wrapping up the 5 – 3 – 1 process by connecting our 5 year vision and the 3 year milestones to our one year plan. Which is – spoiler alert – our 2021 goals. But we arrived at them in a way where they connect to where we want…

Here’s Some Episode Highlights: We continue with the 5 – 3 – 1 process and start connecting the dots of how our goals will unfold for next year. If you set your 5 Year Vision, then you’re ready to calculate your 3 Year Milestones. For each vision point you determined at the 5 year level,…

Here’s Some Episode Highlights: With this episode, we’re moving into the Step #2 of the Reverse Goal Setting™ process. Step #1 – episode #126 – was the Reflection step. Step #2 is the 5 – 3 – 1 and we are tackling the 5 part. What’s the 5 you ask? Defining our 5 Year Vision. We need…

Here’s Some Episode Highlights: Whether you can’t wait for this year to end or want to hold on to it for a bit longer… it’s time to start turning our attention to the future. And not just next year… but a few years out, those to come. It’s all part of my Reverse Goal Setting…

Gratitude In Action is here!  We’ve started paying it forward within the small business community and would love you to join us! It’s never too late to join us during the month of November. Here’s where you find out more and join me. Here’s Some Episode Highlights: Just a quick note: Since we released this episode…

Are you joining us for the best way to pay it forward and spread joy in the small business community this November? You gotta check this out!  Here’s where you find out more and join me!   Here’s Some Episode Highlights: Our deep dive into referrals by industry wraps up (for now) with this episode and we…

We’re on Day 2 of our final live Referral Challenge of 2020… and it’s not too late to join.  Here’s where you sign up!  Sign up and we’ll send you what you missed to catch you up! Here’s Some Episode Highlights: The series continues and this week we’re deep diving into the questions financial advisors, financial…