How to solve the biggest problem you face in your financial or real estate business

What is the biggest challenge or problem you face in your business?

What do you feel is keeping you from reaching the next level?

What is the one thing that, if you could eliminate it, would break the chain and truly unleash you?

Hopefully you can think of one thing that you feel is really dogging you. (If you can’t decide between several potential problems, just pick one, follow the steps in this blog post, and come back again in the future to handle another one).

Maybe it’s cold-calling, maybe it’s asking for the order, maybe it’s asking for referrals, maybe it’s organizing your time, maybe it’s getting motivated. Those are the big ones I’ve found either in my own business or working with others.

We tend to identify this one thing (whatever it is) as a huge anchor… but we really don’t do a lot to break that chain and unleash ourselves to reach our true potential.

When was the last time you did something to break that chain? Now’s your chance!


  1. Articulate it. Write it down. Describe it in detail. Break the topic down into granular points and figure out what parts you can do, what parts you can’t do, what parts you like, what parts you don’t. (You might discover that by describing it, you realize that only part of it is a problem rather than the whole thing. For example, maybe you don’t hate cold-calling but only the rejection).
  2. Write down your vision of what life would be like once you have mastered it. Take time daily to imagine yourself living out your vision.
  3. Write down a measurable goal (with steps) to achieve your vision. If you don’t know all the steps to reach your goal, do as much as you can but leave the rest blank… you’ll fill them in as you go.
  4. Mindmap what you know about the topic. As you learn, fill in what you don’t know.
  5. Find the top blogs on the topic, bookmark them, and schedule time to read them daily.
  6. Schedule time each day to do whatever it this thing is… and plan to do it consistently (more than usual) for at least a month. You might hate it at first but the mandatory routine will help. Also, if it is something that is truly holding you back, you should see some reward for your effort after a month.
  7. Find books about the topic and read them.
  8. Find a mentor who is an expert in the area and ask them to help you.
  9. Start your own blog (on or to chart your progress. If you want, keep it anonymous so that other people don’t know that it’s you going through the same thing (although people will probably appreciate that you’re so open to sharing your journey).
  10. Learn everything you can about the topic with the goal of teaching someone else to become successful at it.
  11. Become an expert on the topic. Yes, an expert. Not just a mediocre “I-know-some-of-it” wannabe but an honest-to-goodness world-class expert who other people call because they’re desperate for the same solution.
  12. See if you can automate or outsource some of it.
  13. Create a checklist (or some other tool) and sit down and do that checklist every single day
  14. This one may sound crazy but it’s really not: Find joy in the challenge. Figure out how to thrive and get energized by doing whatever it is that you once feared or struggled at. For me, I used to hate cold-calling… until I discovered that I loved to cross things off of a list with a big stinky Sharpie marker. (Yeah, I’m weird that way). Since then, whenever I needed to make cold calls, I would list 1 through 25 on a piece of paper and then pick up the phone and start calling, looking forward to crossing things off with my Sharpie!

Published by Aaron Hoos

Aaron Hoos is a writer, strategist, and investor who builds and optimizes profitable sales funnels. He is the author of The Sales Funnel Bible and other books.

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