As the year winds down in preparation for the coming of 2020, now is the perfect time to take a step back, revisit your goals and develop a plan to achieve them. But “goal planning” processes often get put aside because they seem complicated and time-consuming, or are preempted by day-to-day business requirements.
Yet, knowing the importance of such an exercise, we created this two-step process, which has been both manageable and effective for the advisors we work with—whether they are actively exploring their options or satisfied with the status quo.
Ultimately, it provides the clarity needed to identify whether you are still in the best place to serve your clients and grow your business.
