Looking ahead
This topic is meant to give your advisors tools to put healthy habits in place, as well as advice on how to map out their long-term goals. This is a great opportunity to connect with them on the goals you envision for them and how to achieve them.
Spark meaningful conversations to motivate each advisor.
Are there any specific goals that come to mind for this coming year? What steps can you take to make them achievable?
What strategies and skills have you learned in the past year that you’ll bring with you into the next year?
What are your thoughts on having an MDRT member as a mentor for the coming year? What would you want to get out of that relationship?
Supporting your team is easy and intuitive.
Activities and resources for advisors are presented below. Here are two simple options for sharing all this information with your advisors, as well as conversation starters to help when you and your advisors check in.
Option 1
Click the button below to copy the messaging, drop it into an email and send it to your advisors. Then schedule regular check-ins with them to discuss their progress.
Option 2
Connect with your advisors individually or in small groups to walk through the messaging below. Then set up a check-in to discuss what’s working and how you can help guide them.
This is the messaging to share with your advisors:
Aim higher, look further.
You started this journey by setting goals for yourself as you explored new ideas and challenges. This topic will have you setting longer-term goals — goals for the next year and for your future. You’ll be equipped with strategies to envision those goals, along with a plan to achieve them.
Practical steps for charting your course
Looking at the calendar for the year ahead can be daunting. But what matters most is that you begin. Without mapping achievable goals, your progress can stall. Visit the Learn section, explore three resources about planning and goal-setting, and bring your key takeaways to our next conversation.
Zoom in on the big picture
Take a closer look at your vision for the year ahead. Some of your goals might be boxes to check or numbers to hit. But make sure your plan also includes goals for personal growth and professional development. Reflect on where you were last year and where you want to go next.
Here are five relevant resources to explore:
Why you should set annual goals before the New Year
Casting a vision for the future
How mentoring can help you reach MDRT
Each week you will also receive a Weekly Growth Plan within the Academy, personalized to you. Your Growth Plan, as well as the Connect section of the Academy, where you can network with other Academy members, are good things to engage with regularly.