What’s on your to-do list today?
Is your day packed with things you love?
Or will today be one of those days you push through because you have to?
If most of your days are filled with tasks and activities you wish you could avoid, Tom knows the feeling. He was where you are for years… feeling stuck.
He spent his days preparing and reviewing tax returns, grinding out the work. He didn’t love it. He didn’t even particularly like it.
He loved tax planning, but he was stuck in a business and career that was mostly tax preparation. Until one day, he decided it was time to make a change.
As someone who put in the work to get unstuck, Tom can tell you it is worth it.
If your practice isn’t giving you the life you set out to create, ask yourself three questions:
- What am I doing that I wish I wasn’t?
- What do I really want to do?
- What am I willing to do about that?
The last question is where most people fizzle out. Questions 1 & 2 will give you great clarity about the change you need to make, but the challenge of question 3 feels too big to tackle, and they resign themselves to staying stuck.
The secret to getting unstuck is to identify one step you can take forward, no matter how small. Find one thing that will move you just a little bit closer to your goal and do it immediately.
Let’s say you’re like Tom was, stuck in a rut of tax prep when you really want to be creating tax strategies. Are you willing to take 5 minutes today to print out a list of your current clients? Great! Do that. Right now.
Tomorrow, are you willing to spend another 5 minutes looking over that list and highlighting the names of the people you know would likely save money next year if they made a simple change to their business or investments?
This week, are you willing to call one of those people to check in and schedule a time to review their tax strategy?
The key is to get started and then keep going… one small step at a time.
Want to learn how joining TFW Advisors® can lead to getting better clients, a better practice, and a better life? Book a call with us today!