This document discusses setting goals and how to make them effective. It defines short-term and long-term goals, and explains that goals provide direction and focus. Unrealistic goals are avoided by ensuring goals are timely, backed by sufficient resources, and specifically defined. The document promotes setting goals that are smart by being specific, achievable, relevant, time-bound, and measurable.

1. IFA's -
how to
reach
your goals

2. what is a
REAL goal?
According to Wikipedia, a goal is a
desired result or possible outcome
that a person envisions, plans and
commits to achieve.

3. why
set
goals?
Well, you're not stupid
and it goes without
saying that NOT
having any goals will
not see you get
anywhere in this
game...

4. types of goals
Short Term Goals
Goals you can achieve in a
short period of time.
Long Term Goals
Goals that are more far-reaching because
these goals take longer to achieve.

5. Managing goals can give
returns in all areas of
personal life.

6. unrealistic
goals?
Unrealistic goals and expectations have
seen many in our international wealth
management industry hit various potholes!
These can be easily avoided IF you know
where they are !

7. WHAT MAKES GOALS
unrealistic
UNTIMELY
Sometimes our goals
don't align with the
timing in our lives. It
can coincide with
other issues.
RESOURCES
Maybe we set goals
that require too many
resources that we are
not able to fund or
sustain them anymore.
GENERAL
Writing goals that
aren't specific cannot
help us achieve it
because we don't know
what we're doing.

8. Smart goals can give
you direction. It allows
you to stay mentally
and physically focused
on the road to where
you want to go.
set
smart
goals

9. M
S
A
R
T
SPECIFIC
You should know the outcome of your goal
ACHIEVABLE
You should be able to achieve your goals
RELEVANT
Will your goal help you in the long run?
TIME-BOUND
Set a time frame for your goals
MEASURABLE
You should know when you will have reached your goal

10. Let us help
make YOUR
career goals
a reality!
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