Set personal goals, not just professional ones

Now nearly 40 years into the financial services profession, Mark A. Weber, CLU, MSFS, gets about 80% of his business from referrals, freeing up time he used to spend prospecting.

Yet an equally big part is his ability to maintain a work-life balance is writing down goals, something many do for their professional lives but may not do for their personal lives. Weber has been doing this for 30 years, and it breaks down into most, if not all, elements of the Whole Person concept. Such as:

Health goal: What he’ll weigh when the year is over; ride more than 1,000 miles on his bike; maintain a single-digit handicap on the golf course; work out six days per week

Family goal: Take three weeks of vacation for family time

Financial goal: Save __ amount of money

Service goal: Give __ amount to charity

This is just a sample, and Weber also discusses his and other people’s goals in his study group at the end of the year to acknowledge what did and didn’t work. 

Learn more about the Whole Person concept. (MDRT member exclusive content)