5 Tips for Setting More Realistic Goals

The entrepreneur Jack Canfield once claimed that successful people “maintain a positive focus in life no matter what is going on around them.”

He noted that they “stay focused on their past successes rather than their past failures, and on the next action steps they need to take to get them closer to the fulfillment of their goals rather than all the other distractions that life presents to them.”

You can tell this is a bit of advice that comes from an entrepreneur because it tends to deemphasize the “dream” part of goals, placing focus squarely on momentum and action.

If you are an insurance agent wanting to set realistic goals — ones that will actually lead to results and that aren’t “pie-in-the-sky” — you’ll heed Canfield’s advice.

Here are five tips for getting there.


1. Look at where you’ve been

As Canfield alludes to, you should look into your past when you think about planning for the future. Your past is where both successes and failures reside, and you can learn something from both of them.

While Canfield suggests only looking to your past successes, you do want to be mindful enough of your failures to avoid the same traps moving forward.

The spirit of what Canfield is saying, though, definitely holds true. To keep having success, you should follow the path carved by your past victories.


2. List your short- and long-term obstacles

In between every starting point and every accomplishment, there are obstacles along the way. Without obstacles, your goals aren’t worth very much.

Therefore, you should sit down with pen and paper in hand and make a list of the action items that you need to accomplish in order to reach your goals.

From there, ask yourself what sorts of things could stop you from taking action — limited budget/resources, no time, etc. Then, try to look further down the road and see what challenges might be awaiting you in the future.


3. Inventory your resources

Resources are vital to being able to set and accomplish your goals. As an insurance agent, you have the ability to reach more people than ever before through the power of an online marketing platform.

You can also cut out time and costs by purchasing insurance leads from Hometown Quotes since we go a lot further in the vetting process. This can eliminate your need to cold call and engage in expensive advertising campaigns.

Agents who can run lean businesses and make the most of their time are capable of easing the pressures of such a highly competitive industry.


4. Identify innovations

What are the easiest and cheapest ways of reaching out to your clients and prospects? Social media advertising is one great way to highly target your advertising and maintain control over the purse strings.

You might also look at what your competition is doing in order to come up with something that will upstage them.

Being innovative in how you spend (and don’t spend) will take you far in today’s economy. What ways are you innovating? What are you doing today that no one else in your area has tried?


5. Keep moving

A final important tip in setting realistic goals is to keep moving as you work toward the goal. That may mean moving forward or it may mean moving sideways. Sometimes it means taking a step back to evaluate whether a particular action item is working.

Don’t stay in place. Be active and involved, and learn how to cut out drains on your time, money, and energy before they have the chance to take hold.

In Summary 

Realistic goals are necessary to the success of an insurance agent because they help foster momentum and they serve as a guide map to more leads and, hopefully, more sales.

Look at what you’re doing now and think of ways that you can be more innovative and more mobile in your actions. What are some realistic goals for your business? Sound off in the comments section.

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