Archive for November 22nd, 2011

What’s your vision? Do you have one? This week I visited with a number of financial advisors all of whom were interested in hiring a business coach.  In our 30 minute interview I asked them what is their vision and do you know not one of those advisors could answer that question?  Can you imagine a CEO without a vision of where he wants to take his company?  Without a vision what is the direction you want to go?  If you don’t know your vision you can’t communicate this to your employees and if they don’t know you are a boat without a rudder.

A vision is what it is you want to change or impact as a result of what you do.  Once you know this vision you can then define your mission, your mission is how you plan to do it. From there you can define the goals and steps to take in order to achieve the vision. Let me give you an example.

I know I love coaching female financial advisors, and when I think back I have always been focused and passionate about helping women but the question I asked myself is why?  What is it I’m trying to accomplish?

My vision:  As a female financial advisor I wanted women to become more engaged in their financial affairs, my ultimate vision was to create an environment where women looked forward to managing their finances. My mission was to inspire and engage women in the process in a way that they enjoyed and began to view their financial affairs as something positive.

Once I had a vision and a mission I was able to develop my goals focusing on activities that would impact my ability to transform the way women think about money.  Every decision you make your vision and mission must become your filter and guiding force. If your decision, action or strategy will not help you accomplish that end result then recognize it’s not right for you.

Today my vision is not much different, only bigger.  My vision is to transform Wall Street by empowering more female financial advisors to embrace their value and have the courage to speak up and redefine the way business is done. My mission is to inspire women to live by their purpose and build their business staying true to their principles and values as a woman.

As you read my blog and receive my emails you will see that most everything I do is designed to do just that.  I know where I am going and what I want to do, DO YOU?