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A 15 Minute Vision Plan For Stellar Success

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Having been a coaching student and a life coach myself for many, many years, the idea of creating a vision is not a new one for me. In our work together, my coach shared his techniques for gaining a clear and actionable vision.

In starting a new business this year, I had a big “Aha!” moment after drawing on my major vision. Although I‘ve worked hard to create a clear vision for my life, I found I was still significantly limiting what I believed I could accomplish. I was thinking small when the vision is all about thinking BIG. 

Not consciously realizing it, I erected barriers to my dreams surrounding this new business. I did it out of fear, out of a need to feel safe. I was dialling back my vision to one as I felt it would be more “realistic,” and there would be much less room for failure, right? Well, yes, but at the same time I wasn’t stretching my potential – I wasn’t letting in the possibility of becoming astronomically successful.

To help combat these barriers we put on ourselves, my Summit Journey Coaching team and I created the “Big, Bigger, Biggest” exercise. In walking through these four steps over 15 minutes I think you’ll be surprised to discover just how far your Vision can reach. When I went through this exercise for my new business, I was blown away by the new possibilities for success that was unleashed before my eyes.

 

1. What You Want to Do

Is your dream to retire at 60? Do you want to start a new app software company? Identify what you want to do in any aspect of your life and write it down. It’s good to be specific – writing that you want to be rich isn’t helpful as it’s too vague. Your “I want to…” statement only needs to be one sentence.

My “I want to…” Statement:  I want to buy a portion of other financial advisor practices and leverage systems to significantly increase annual revenue.

 

2. Think Big

Stop and take a couple of minutes to visualize what this looks like to you. What have you accomplished? What timeframe are you looking at? This first iteration of your Vision may pop into your mind right away or it may take a few minutes to start forming. Relax and just let your thoughts flow – there’s no need to analyze what comes in, just write it down.

My “Big” Statement:  Each partner earns $100k in revenue in year one with 20% growth in years 2-3. We invest in 10 financial practices by 2016.

 

3. Think Bigger

Now build on your first vision. How can you stretch this Vision? Where can friends, family or colleagues fit in to increase your total success? Take a few minutes – you may even want to close your eyes – and let your mind create visual images from the thoughts streaming through your mind. You may even find that this second iteration of your vision comes to you more easily than the first.

My “Bigger” Statement:  We create more leverage by hiring a dedicated assistant for each financial advisor practice we invest in as the “face” person and to network with potential referral sources. By 2016 we have invested in 20 practices, not 10, and each partner makes $150k in year one with 30% growth in years 2-3.

 

Cherish your visions and your dreams as they are the children of your soul, the blueprints of your ultimate achievements.” – Napoleon Hill

 

4. Think Biggest

Your thoughts are probably flowing pretty well at this point. The possibilities keep growing. Take advantage of this opportunity to “think biggest” and expand your Vision one more time.

My “Biggest” Statement:  We create a network of acquisition specialists who broaden our reach to financial advisor practices across the country and more institutions. Each partner gets a smaller percentage of the revenue, but we invest in exponentially more businesses. Revenue would be $75k in year one with 30% increases in years 2-3, and we invest in 200 practices by 2016.

That’s a BIG vision! And it only took me 15 minutes to get from start to finish.

As I went through this exercise the first time, I discovered that the bigger my vision got, the smaller I was within it. Not that I played a small part, but in allowing others to join in my Vision I could achieve greater things.

What’s one of your BIG, BIGGER, BIGGEST visions?

How can you break down your barriers and create a vision that gives you the opportunity for stellar success?

 

Just remember:

Vision Picture Quote

Ed Kelly is a life-long entrepreneur and coach. He is the founder and coach of Summit Journey Coaching, has his own financial planning practice, and is a partner at Hearthstone Wealth Management. Through his work, Ed feels privileged to have the opportunity to help increase success for his clients and fellow entrepreneurs through his coaching and mentoring systems. Teaching, caring and trading ideas are what Ed values most in life, and he believes staying true to these values is what has enabled him to consistently increase his personal and professional success.

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Success Advice

Why One-Size-Fits-All Leadership Will Always Fail (and What Works Instead)

The surprising truth about leadership styles that can make or break your team’s success.

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Why one-size-fits-all leadership doesn’t work
Image Credit: Midjourney

Leadership has always been as much about people as it is about performance. Ken Blanchard, in his influential book, “The One Minute Manager”, put it simply: different strokes for different folks. (more…)

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Success Advice

What Every New CEO Must Do in Their First 100 Days (or Risk Failure)

Your first 100 days as CEO could define your entire legacy, here’s how to make every move count

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leadership tips for new CEO
Image Credit: Midjourney

When Tim Cook took over from Steve Jobs at Apple, the world watched with bated breath. Jobs wasn’t just a CEO; he was a visionary, an icon, and a legend of innovative leadership. (more…)

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Entrepreneurs

The Leadership Shift Every Company Needs in 2025

Struggling to keep your team engaged? Here’s how leaders can turn frustrated employees into loyal advocates.

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Bridging the gap between employees and employers
Image Credit: Midjourney

In workplaces around the world, there’s a growing gap between employers and employees and between superiors and their teams. It’s a common refrain: “People don’t leave companies, they leave bad bosses.”

While there are, of course, cases where management could do better, this isn’t just a “bad boss” problem. The relationship between leaders and employees is complex. Instead of assigning blame, we should explore practical solutions to build stronger, healthier workplaces where everyone thrives.

Why This Gap Exists

Every workplace needs someone to guide, supervise, and provide feedback. That’s essential for productivity and performance. But because there are usually far more employees than managers, dissatisfaction, fair or not, spreads quickly.

What if, instead of focusing on blame, we focused on building trust, empathy, and communication? This is where modern leadership and human-centered management can make a difference.

Tools and Techniques to Bridge the Gap

Here are proven strategies leaders and employees can use to foster stronger relationships and create a workplace where people actually want to stay.

1. Practice Mutual Empathy

Both managers and employees need to recognize they are ultimately on the same team. Leaders have to balance people and performance, and often face intense pressure to hit targets. Employees who understand this reality are more likely to cooperate and problem-solve collaboratively.

2. Maintain Professional Boundaries

Superiors should separate personal issues from professional decision-making. Consistency, fairness, and integrity build trust, and trust is the foundation of a motivated team.

3. Follow the Golden Rule

Treat people how you would like to be treated. This simple principle encourages compassion and respect, two qualities every effective leader must demonstrate.

4. Avoid Micromanagement

Micromanaging stifles creativity and damages morale. Great leaders see themselves as partners, not just bosses, and treat their teams as collaborators working toward a shared goal.

5. Empower Employees to Grow

Empowerment means giving employees responsibility that matches their capacity, and then trusting them to deliver. Encourage them to take calculated risks, learn from mistakes, and problem-solve independently. If something goes wrong, turn it into a learning opportunity, not a reprimand.

6. Communicate in All Directions

Communication shouldn’t just be top-down. Invite feedback, create open channels for suggestions, and genuinely listen to what your people have to say. Healthy upward communication closes gaps before they become conflicts.

7. Overcome Insecurities

Many leaders secretly fear being outshone by younger, more tech-savvy employees. Instead of resisting, embrace the chance to learn from them. Humility earns respect and helps the team innovate faster.

8. Invest in Coaching and Mentorship

True leaders grow other leaders. Provide mentorship, career guidance, and stretch opportunities so employees can develop new skills. Leadership is learned through experience, but guided experience is even more powerful.

9. Eliminate Favoritism

Avoid cliques and office politics. Decisions should be based on facts and fairness, not gossip. Objective, transparent decision-making builds credibility.

10. Recognize Efforts Promptly

Recognition often matters more than rewards. Publicly appreciate employees’ contributions and do so consistently and fairly. A timely “thank you” can be more motivating than a quarterly bonus.

11. Conduct Thoughtful Exit Interviews

When employees leave, treat it as an opportunity to learn. Keep interviews confidential and use the insights to improve management practices and culture.

12. Provide Leadership Development

Train managers to lead, not just supervise. Leadership development programs help shift mindsets from “command and control” to “coach and empower.” This transformation has a direct impact on morale and retention.

13. Adopt Soft Leadership Principles

Today’s workforce, largely millennials and Gen Z, value collaboration over hierarchy. Soft leadership focuses on partnership, mutual respect, and shared purpose, rather than rigid top-down control.

The Bigger Picture: HR’s Role

Mercer’s global research highlights five key priorities for organizations:

  • Build diverse talent pipelines

  • Embrace flexible work models

  • Design compelling career paths

  • Simplify HR processes

  • Redefine the value HR brings

The challenge? Employers and employees often view these priorities differently. Bridging that perception gap is just as important as bridging the relational gap between leaders and staff.

Treat Employees Like Associates, Not Just Staff

When you treat employees like partners, they bring their best selves to work. HR leaders must develop strategies to keep talent engaged, empowered, and prepared for the future.

Organizational success starts with people, always. Build the relationship with your team first, and the results will follow.

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Entrepreneurs

What Makes an Entrepreneurial Leader? Traits of the World’s Best Innovators

Inside the mindset of entrepreneurial leaders who transform risk, passion, and vision into world-changing results.

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entrepreneurial leadership skills and traits
Image Credit: Midjourney

When you think of Richard Branson (Virgin Group), Bill Gates (Microsoft), Steve Jobs (Apple), Rupert Murdoch (News Corporation), and Ted Turner (CNN), one thing becomes clear: they are not just entrepreneurs, they are entrepreneurial leaders. (more…)

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