Managing Your Mind: Introducing The Intentional Advisor Journal!

May 1, 2017

One of the hardest parts about being a business owner is holding onto a larger vision while working on the day-to-day tasks that are required. Let's take a look at how The Intentional Advisor Journal can help you with daily to-dos as well as your overall vision for your business.




The Six Components



  • Do you have a Big Hairy Audacious Goal?   Or if you are fan of Think and Grow Rich, you might have a Definite Chief Aim. Write it here!

  • Do you want to be more focused? Are you wound a little too tight naturally and need to go with the flow? This is where you write down that intention. 



  • They say you cannot be both fearful and grateful at the same time.  If this is true, the best way to start the day is with gratitude.  This is a simply about setting a positive emotional set-point for the day.  Just pick 3 things and write them down.



  • This is about being strategic vs. tactical.  What one thing can you do today or this week that will move your business forward?  I often find that there is something nagging, hanging over me that if I were to get it done I would feel a giant sense of relief.  That is a Next Step.



  • As Gary Keller talked about in The One Thing, "to-do" lists are long and success lists are short.  We want this to be a success list!  I intentionally limited it to 10 lines.  I generally find that I only use 5 or 6 in any given day.   Stay focused on the work that matters!



  • Everyone one of us should be tracking something!  Calls made, referrals received, initial meetings conducted…something.  I don't know what yours are, but I know you need to track them daily!


6.   WINS

  • Darren Hardy recommends in his book The Compound Effect  that you should "book end" your days. We started with GRATITUDE and now we want to look back on the day and document 3 things that went right.  You can walk away at the end of the day with a positive perspective, regardless of what bumps might have occurred along the way.




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