Focus on Process, Not Outcomes

Mar 31

"Focus on the process, not the outcome."

Simple. Profound. Hard to follow.

Why Outcomes Tempt Us

You want 10 clients. $500K in AUM growth. To implement Wealthbox across your practice. To get featured in a publication.

Outcomes feel concrete. Measurable. Motivating.

But they are often outside your control.

Why Process Works

Process is entirely within your control.

You control:

You cannot control whether prospects say yes, whether markets cooperate, or whether that Orion integration happens on schedule.

But you can control whether you do the activities.

If you nail the process, outcomes follow. Maybe not on your timeline. But they follow.

What This Looks Like

My first-year focus:

Network consistently - 10x Vets, advisor conferences, coffee meetings with advisors

Create valuable content - Tuesday Takes, monthly tech newsletter, advisor workshops

Deliver exceptional service - Over-deliver on every Health Check, ask for feedback, build case studies

Process goals. Activities I control.

Outcome goal? 10 advisor partnerships.

But I am not obsessing over the number. I am obsessing over executing the process.

This Applies to Advisors

You cannot control:

You can control:

Execute the process. The outcomes follow.

The Mental Shift

Instead of "Did I hit my AUM target?" ask "Did I complete all quarterly reviews in Wealthbox?"

Instead of "Why didn't that prospect choose me?" ask "Did I clearly communicate value and show why I am different from other advisors?"

A "no" with good process is feedback. A "no" with outcome-focus feels like failure.

Your Action Step

Define the activities that, if done consistently, lead to the outcomes you want.

For advisors, this might be:

Track whether you are doing those activities. Not whether you are hitting outcome goals.

The outcomes will follow.

📱 LinkedIn post: Tuesday Takes

The Year of Saying Yes