How do you feel about your financial planning business right now, in this moment?

Ask yourself: are you inspired?

If you are, bold goals consistently inspire you to take action, and you’re hitting milestones on your way to reaching those goals. You’re creating a momentum, and attracting your ideal prospects. You’re excited, and looking ahead at what’s next. Doesn’t that feel great?

Unfortunately, though, we can lose our sense of inspired action. If that has happened, you might be noticing that your business is not growing as you would like it to, or maybe you’re at a standstill and not sure how to move forward.

If you’re not in a state of inspired action, take a pulse on these points:

1 – Are you burned out? Have you been working hard and not giving yourself adequate breaks to nurture balance in your life? Burnout can negatively impact your inspiration around your goals, and affects many extremely driven professionals, for whom it can be hard to “turn off” and take time for ourselves. However it’s critical if you want your financial services business to be at it’s best, because your business suffers when you’re not at your best. Being at your best requires balance, because it keeps us feeling inspired, energetic, and driven to think creatively, act decisively, and continue working toward goals.

If you’ve been working very hard without breaks to rejuvenate and recharge, I invite you to look at your calendar right now (seriously, open it up right now) to see when you can block time to nurture yourself. This could be a day at the spa or a long weekend in Tahoe, or even a staycation where you’re doing something relaxing at home. Taking a fun family vacation can feel more like work than relaxing — make sure to carve out “me time” as well as family time. (And remember that “me time” means active relaxation, not just lying catatonic in front of the TV bingeing on Netflix!) Just knowing that you have something booked on the calendar to look forward to can lessen feelings of burnout.

2 – If you’re not burned out and have been doing a good job of taking care of yourself but feel that something is missing in your commitment to your goals, it’s time to take a step back. Have you set bold goals that you were initially motivated and inspired by? For example if you set goals in January and it’s now August and you haven’t taken significant action, it could be time to reevaluate how much you care to to see those specific goals unfold. What I have found is that if our goals don’t excite us, we won’t maintain intention to reach them. When there’s no fire burning, implementation and action are limited.

3 – If your goals still seem appropriate but you haven’t taken action, ask yourself what’s missing from your current reality that would get you into a state of inspired action?

• Do you need to recommit and carve out time in your calendar to take the action that supports achieving your bold goals?

• Is your bandwidth simply at its max? Maybe you need extra support to see your goals come to fruition. For example, if your goal was to get consistent blog posts up on your website, but you’ve found you don’t have time to write those posts, who might you delegate that task to? I invite you to look for items on your task list that you can delegate to free up your time.

• Do you need accountability or help from a coach with creating a more focused plan of action? This is often the point at which my clients reach out for help, because staying committed and following through on bold goals can be challenging when you are your sole support structure to make things happen. I love helping people create and achieve their boldest goals, and if this is an area you’d like support with, I invite you to consider the expert Coaching Programs that I offer. With my 20 years of experience and industry expertise, I help my clients achieve their boldest goals. I work with clients one-on-one, in small groups, or can even set up a one-day intensive built exclusively for you. Reach out to me today at susan@susandanzig.com, and you’ll soon be on your way to achieving the results you dream of!