Goal Setting – A Win-Win for Advisors and Clients

According to Savology, people actively working toward clear goals are 10 times more likely to succeed. Your discovery meetings and review meetings can be a great time to talk with clients (both existing and prospective) about their financial goals, both for the current year and beyond. Any new goals can be added to the client’s financial plan, and existing goals can be reviewed and updated. Below are broad examples of some short-, medium- and long-term goals.