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My Formula For Health, Happiness and Success | Fidelity Bank of Florida | J. Lamar Roberts

(D+B) x (G+F) x (P+P+P)p = HHS

Health, Happiness and Success (HHS) are three of the most important aspects of my life and everyone else’s for that matter. Over the years, I have identified several important factors that have helped me achieve HHS. This article was written to share my definition of these goals and the steps I have taken to accomplish them.

HEALTH: To me, a healthy life is one in which a person lives to life expectancy without disease or physical compromises. Being healthy requires planning and discipline in order to control weight, blood pressure and normal blood measurements. Exercise, as well as physical exams by a physician, must also be part of the plan. Our health has more to do with the daily choices we make and how we live our lives than the occasional visit to the doctor, though the visits provide essential feedback on our current condition.

HAPPINESS: Walt Disney said, “Happiness is a state of mind. It’s just according to the way you look at things.” I believe most of us are about as happy as we allow ourselves to be. In order to be happy, we need something to do, something to look forward to and someone to love. I am fortunate to have all three. Most unhappy people have a negative outlook on life, are faultfinders and blame others for their problems. Also, they are usually missing one or more of the three needs mentioned above.

SUCCESS: Success is “the progressive realization of worthy goals.” It can be measured by where people are currently compared to where they were when they established their goals. I started my banking career as a part-time teller while attending college. My goal was to become an executive, and by age 29, I was elected president of a Florida bank. Each year I set new or different goals for various aspects of my life.

My Formula

The next formulas refer to steps you can do to achieve HHS. They are cumulative and ongoing throughout a person’s life.

(D + B) DISCIPLINE + BALANCE: We must be self-disciplined to avoid negative consequences. This applies to many aspects of life such as wellness, relationships and career. When we spend too little or too much time on any of these areas, we will have an unbalanced situation. This is not to say there are times when one area needs more attention than others, but we should always keep all the “balls in the air.”

(G + F) GOALS + FOCUS: Often what becomes a goal begins as a dream. However, dreams, wishes or wants seldom accomplish our objectives unless specific goals are set. Goals should be understandable, achievable and measurable. The measurements should always include time and either dollars, numbers or percentages. Goals will not be met unless the person setting them focuses on them. I suggest that goals be reviewed monthly or quarterly.

(P + P + P)P PLAN + PATIENCE + PERSISTENCE:
My mother told me to “plan my work and then work my plan.” Goals without focus or a plan without a strategy are probably doomed for failure. Good things, like good wine, take time. Be patient and do not give up. What appears to be a failure could simply be a step in the learning process that allows you to realize what you tried did not work and that another approach is necessary. Often a setback is a set up for a comeback, so be patient and persistent with your plan.

Master Planner

You will notice the three P’s portion of the formula is raised to the “P” power. This refers to a higher power, which is God for me. The “P” is also for prayer and, of course, prayer is talking to, praising, thanking and listening to God, as well as asking what you want for others and need for yourself. The Serenity Prayer is one of my favorites, and a copy of it is framed on my office credenza. It says: God, grant me the serenity to accept the things I cannot change, courage to change the things I can, and wisdom to know the difference.

Change is an important part of being Happy, Healthy and Successful. Most people do not like to change; they just want others to change to make things better. However, nothing improves until something changes, and that may often be ourselves.


J. Lamar Roberts is the president and chief executive officer of Fidelity Bank of Florida. He began his banking career as a part-time teller while attending college and became a bank president at the age of 29.  He has held that position in six Florida banks and served as president of the Florida Bankers Association.

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