| 2/1/23

A New Way to Calculate the Same End Goal

Got a goal to raise $100 mm+ this year?

Dig it. Big enough, slightly scary

To actually hit it tho, change your thinking

When you set a big dollar based goal

AUM, revenue, profit, etc

It's easy to freak the f out a little

(We need to raise $100, $200, $300 million this year

Ahhhhh everyone go and doooo)

Slow your roll friends

Let's stop and think

Get to the root of your $$ goal

Don't divide the dollars by the months

Don't time value, amortize, discount CFA complicated math thing

(I see you smarties ๐Ÿ‘€)

The root of a dollar based goal

Is the people behind it

Instead of how many dollars you need

Calc how many clients you need

Focus on the people

The dollars take care of themselves