Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
161: A New Unconventional but Exciting Way to Approach Your Goals in 2024
Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling to set clear goals. They have great revenue… what’s another 10% really going to do? They are having a hard time connecting deeply with the why behind the goals… since they are VERY happy with their business and their lives.
So today I want to offer up a different acronym for goal setting if you’re in a place where you need to mix it up and just need a different approach. This might be a fun addition to come along side some of your traditional…
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