Page 141 - Marky Stein - Fearless Career Change_ The Fast Track to Success in a New Field (2004)

Setting and Reaching Enticing Goals

Goal statement: “I now have a position as a financial advi-
sor with Henley, Scott, and Thompson making $65,000
per year on October 22, 20xx.”

Date: October 22, 20xx

Materials or things needed and cost
New briefcase, $90
Financial calculator, $60
Two new suits, $600
Four new ties, $80
Palm Pilot, $350

People and organizations to contact and cost
E-mail news of career change to friends, family, former
associates (this will be a good source of referrals when
building my client base), $0
International Association of Electrical Engineers (IEEE).
Attending luncheons and other functions will also
attract clients from my old profession. Consider possi-
bility of being a speaker. Annual membership fee, $160

Knowledge and/or education needed and cost
Must pass 12-week basic training, $0
Must take and pass Series 63 Licensing Exam, exam fee, $220
Must take and pass Series 7 Licensing Exam, exam fee, $80
Learn how to manage a Microsoft Outlook calendar, con-
tact database, and task list to keep myself organized.
Cost of CD tutorial, $40

Potential obstacle(s)
I don’t feel like I have a “sales” type of personality.

Ways to overcome the obstacle(s)
Join Toastmasters to learn public speaking.
Go to the library and check out books on sales.
Role-play sales situations with people I know.

Sample Goal Worksheet for Miguel

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