Connect with us

Success Advice

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.

1 Comment

1 Comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Success Advice

Mastering Self-Management for Success: Lessons From Peter F. Drucker

With careers no longer following a straight, predictable path, self-awareness and adaptability are essential for success.



Peter f drucker lessons
Image Credit: Midjourney

In today’s dynamic professional world, self-management has become increasingly important. With careers no longer following a straight, predictable path, self-awareness and adaptability are essential for success. (more…)

Continue Reading

Success Advice

How to Ignite the Spark Within for Future Success

All of us come to this world with our own reserve of magic unfortunately, not everyone can unleash it



Igniting your spark
Image Credit: Midjourney

What is it that makes some people great leaders while others remain followers? What magic do they have that others don’t? What special blessing gives them the power to bring significant change?  (more…)

Continue Reading

Success Advice

How Your Beliefs Can Supercharge or Sabotage Your Success

Your life is dictated by beliefs and biases that drive your thinking, behaviors, and decisions



Your Beliefs Can Supercharge or Sabotage Your Success (1)
Image Credit: Midjourney

Pause for a moment and ponder two pandemic-era beliefs: First, closing schools will control the spread of a serious virus. Second, the consequences of such school closures—particularly social interruption and the prevention of immunity—are worse than becoming sick with the virus. (more…)

Continue Reading

Success Advice

How to Break the Cycles of Mediocrity and Manifest Your Greatness

There is no greatness without becoming and there is no becoming with authenticity



Image Credit: Midjourney

In just a few weeks, we will be wrapping up 2023. Can you believe it? This year has been absolutely incredible for me.

I have seen amazing doors opened, new relationships formed and I am seeing dreams realized in my life. While this seems like the hallmarks of a great year, this has also been the most challenging year of my life. With all of the change happening in my life, I have been forced out of my comfort zone and challenged to grow in every area of my life.

I can truly say that I have made the most of my moments this year and I have used everything as a catalyst for maximizing my greatest potential.

As a revolutionary leader, I have the pleasure of consulting and advising leaders around the world to fulfill purpose, realize their greatest potential and make an impact.

I want to share some insights with you that will help you to break cycles of mediocrity and manifest your greatness

Everything legal must come through the matrix

I am sure that some of you are wondering why I am using the term matrix. However, what you have to understand is that I am trying to make a highly complex spiritual principle practical to understand.

Regardless of your spiritual beliefs, every life has an origin and I believe that origin is divine and begins with eternity. You are birthed from eternity and into time to fulfill a unique purpose and assignment in your lifetime and generation.

The matrix is simply the portal or vehicle that brings something out of the invisible realm and into tangible form. The problem with much of the teaching today is that it excludes the matrix. We are told to believe that success is instantaneous and overnight.

Nobody talks about how a dream progresses through stages beginning with visualization and ultimately culminating in manifestation. Without a matrix or portal then everything that you attempt to birth and build will be illegal.

The matrix not only makes you legal but it gives you the authority and power to function as the greatest expression of who you were created to be. 

Every matrix has an incubation process

While many people admire and respect me today, I remember a time when nobody knew who I was or the significance of my message. How did I get to where I am today? I got here through an incubation process.

In other words, everything that has been destined for your life is incubating and awaiting a set time of manifestation. The problem is that most people live their entire lives idle and never initiate the incubation process.

What do I meany by that? Most people are living reckless and very few people are living intentionally. I am amazed at the number of people I have conversations with that have no vision, goals or strategies for their lives. They show great promise and they have undeniable potential.

However, without development they will die with their dreams still in them.

Everything that has been destined for your life must be incubated and converted to become realities born to time. 

“Visualize this thing that you want, see it, feel it, believe in it. Make your mental blueprint and begin to build.” – Robert Collier

You must give expression to that which is not yet born to time

When you think about a matrix or a prophetic incubation process, you have to understand that potential is often unrealized and untapped. In other words, your potential is in raw form and your potential cannot serve you as long as it is untapped.

The thing that makes me valuable is that I have the ability to convert potential into power. I have done it in my own life and I have empowered leaders around the world to do the same. How do you convert potential into power?

First, it is important to note that you have to perceive potential. If you cannot perceive your potential then you can never cultivate your potential. In addition, you must take the time to cultivate your potential. We often get excited about our capabilities; however, we never expand our capacity in order to realize our greatest potential.

In other words, the strength of your potential is only discovered through your willingness to stretch. The more we are challenged the more we are empowered to expand our capacity for greatness. Most of all, you must begin to express your potential. The expression of potential is different for every person.

For example, the expression of my potential is best demonstrated through the thoughts, ideas, products, services, books, etc.

For another person the expression of potential may look like a screenplay, artwork, sports, scientific discoveries, medical breakthroughs, etc.

Regardless of the form of expression, I know that you will live empty and unfulfilled until you make the decision to express your potential. The expression of your potential gives voice to your dreams, life to your vision, significance to your moments and activates your true power.

You must manifest your greatness

As a revolutionary thinker and leader, my work has impacted people around the world. I am grateful that my life is a source of empowerment to so many people. However, before anyone could ever benefit from my life, I had to make a non-negotiable decision to become who I was born to be.

I wish I could tell you that this journey is easy and that you will get there overnight. However, in a world that celebrates us for doing we are often criticized for being. As a result, I wasted a lot of time trying to be who other people wanted me to be instead of being who I was born to be.

There is no greatness without becoming and there is no becoming with authenticity. It is through our bravery to be vulnerable that we ultimately manifest our greatness. We do not bless the world by being a duplicate. We bless the world when we honor our difference. When you honor your difference you honor your potential.

Ultimately, your difference is how you manifest your greatness.

When you present anything but your authentic self to the world, you are playing small and you are robbing the world of your significance. Manifesting your greatness requires you to master your gifts.

Continue Reading