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A 15 Minute Vision Plan For Stellar Success



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

20 Ways You Can Become a Powerful Communicator



Emile Steenveld Speaker and Coach

Some people seem to naturally know how to effectively communicate in a group setting. They can express themselves clearly and listen attentively without dominating the conversation.

Being a powerful communicator is important for several reasons, including building and maintaining relationships, achieving goals, resolving conflicts, improving productivity, leading and influencing others, advancing in your career, expressing yourself more confidently and authentically, and improving your mental and emotional well-being. Effective communication is an essential life skill that can benefit you in all aspects of your life.

But, don’t worry if you don’t naturally possess this skill, as effective communication is something that can be developed with practice, planning and preparation.

1.  Listen actively: Practice active listening by giving your full attention to the speaker and responding to what they are saying.


2. Use “I” statements: Speak from your own perspective and avoid placing blame or making accusations.


3. Avoid assumptions: Don’t make assumptions about what the other person is thinking or feeling.


4. Be clear: Express your thoughts and feelings clearly and concisely by getting to the point and avoid using jargon or overly complex language.


5. Show empathy: Show that you understand and care about the other person’s feelings.


6. Offer valuable insights: When speaking in a group, provide a valuable takeaway or actionable item that people can walk away with.


7. Be an active listener: Listen attentively and respond accordingly, incorporating your points into the conversation.


8. Choose the right time: Pick the most opportune time to speak to ensure that you have the group’s attention and can deliver your message without interruption.


9. Be the unifying voice: Step in and unify the group’s thoughts to calm down the discussion and insert your point effectively.


10. Keep responses concise: Keep responses short and to the point to show respect for others’ time.


11. Avoid unnecessary comments: Avoid commenting on everything and only speak when you have something important to say.


12. Cut the fluff: Avoid being long-winded and get straight to the point.


13. Prepare ahead of time: Sort out your points and practice them before speaking in a group.


14. Smile and be positive: Smile and nod along as others speak, to build a positive relationship and be respected when it’s your turn to speak.


15. Take responsibility: Take responsibility for your own actions and feelings.


16. Ask questions: Ask questions to clarify any confusion or misunderstandings.


17. Avoid interrupting: Allow the other person to finish speaking without interruption.


18. Practice active listening: Repeat what the other person said to ensure you have understood correctly.


19. Use your body language too: Use nonverbal cues such as eye contact, facial expressions, and body language to convey your message and build rapport.


20. Be aware of the tone of your voice: it should be calm and assertive, not aggressive or passive.


By keeping these tips in mind, you can improve your communication skills and become a more powerful communicator, which can help you build better relationships, achieve your goals, and lead a more fulfilling life.

I you want to learn how to become more confident in life then you can join my weekly mentorship calls and 40+ online workshops at so you can master your life with more success.

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Dead Men Tell No Tales: How to Navigate a Mutiny as a Leader in 10 Steps

You’re the manager. You’re the supervisor. You’re the leader. But maybe your people don’t see it that way



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You’re the manager. You’re the supervisor. You’re the leader. But maybe your people don’t see it that way and perhaps that has created a divisive and adversarial working environment that makes it difficult for you to influence and inspire your team in a way that meets your vision. (more…)

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How to Think Like a CEO for Your Future Success

A blueprint for CEOs to draw a disciplined strategy



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Strategic thinking helps CEOs build successful businesses. It helps them establish everlasting enterprises. It is one of the key elements of decision-making. It is different from strategic leadership. It differentiates between leaders from managers.  (more…)

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How to Focus Your Mind on Your Goals in 2023 Constructively

In this world of distractions due to information overload, it has become a big challenge to focus our minds



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In this world of distractions due to information overload, it has become a big challenge to focus our minds on positive aspects and constructive activities. Sometimes we waste our precious time mentally and physically due to distractions arising out of technology. We must understand our priorities and learn how to focus on them religiously. (more…)

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