This reflection paper examines the author's experience in a course focused on gaining personal and professional focus. Through application of Leonard's concept of "flow" and practice-based mastery, the author explores how deliberate time management and goal-setting enabled a successful mid-life career transition into financial planning. The paper analyzes parallel learning experiences with a younger mentee, revealing how the same techniques translate differently across age groups and learning styles. The author concludes that consistent practice and visualization are essential to achieving excellence, and recommends tailoring planning methods to individual cognitive preferences rather than imposing one-size-fits-all approaches.
This course made me much more self-critical about the way I use my time and plan my life. Making a career transition mid-life can be very intimidating. This course affirmed that by having a plan and a sense of focus, I can accomplish my goals. Like most adults, I have a certain routine in my life to which I am accustomed. This course showed me how to build new routines in positive ways, so I can incorporate them into my tasks as a financial planner.
I also found that helping someone while learning time management techniques to benefit myself to be very inspiring. Even though my mentee, Tamara, was very young, she was able to learn the same skills to focus her goals and objectives and translate them into achieving her own goals at school and work. We were both able to benefit from the time management and multitasking skills conveyed to us by participating in the class.
Everyone in modern society has so many competing needs and objectives—to be a good student, parent, and worker—that careful planning is required simply to get through the day, and even more so to make changes and engage in formal education.
Using the Leonard (1992) text was very helpful, given Leonard's experience in martial arts. I found his analogies about establishing a sense of "flow" particularly valuable—the concept that everything seems very fluid and easy, even though it is the result of a great deal of practice. The person practices and practices, regardless of whatever task they wish to master, until all of the small actions that make up the task seem unconscious and fluid.
This was useful to me because at times, when faced with the challenge of learning something as an adult, I have been tempted to throw up my hands and give up. Old habits can be hard to break. Reading Leonard gave me confidence that learning is possible for all students, regardless of their chronological age. This insight proved especially valuable in my own transition toward a new career field.
Comparing my progress and Tamara's was also useful because it enabled me to see how different people have different learning styles, based upon their temperament and ages. I could see how the same techniques worked for both of us, even though we translated these ideas into our lives in different ways. This comparative lens deepened my understanding of how individual differences shape how we apply universal principles.
I also found this course very inspiring in underlining the importance of practice. In the past, I have had a very negative mindset of assuming that people who succeed are naturally good at something. Now I see that is not necessarily the case: people who seem to have a gift still must work very hard at something, and an initial sense of ease can even be self-defeating.
For example, Tamara is naturally gifted at sports compared with her peers. This meant she did not have to work as hard conditioning her body and watching her diet to be at the same level as her fellow competitors in the past. But to achieve higher levels of excellence required her to set new challenges for herself and to be more disciplined. Visualization can also help an individual see possibilities within her life that she could not see before. This shift from a fixed mindset—believing talent is innate and unchangeable—to a growth mindset has profound implications for how I approach both my own learning and how I mentor others.
The only suggestion I would make to the course design would be to incorporate more time management and planning tasks to use in accomplishing the course objectives. Even though everyone needs a plan, the types of planning techniques that work for one person do not necessarily work for everyone.
Some people are more linear and left-brained in nature, while other people are more right-brained. Everyone can benefit from goal-setting, but not everyone likes to have every hour of their day planned out to the minute, for example. I am a "planner" by nature, but some people resist rather than embrace a highly structured environment. Offering diverse planning methodologies would allow learners to select approaches that align with their cognitive preferences and personality styles.
"Planning methods should accommodate individual cognitive preferences"
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