Lesson 10 | Goal Clarity™ (16:03 minutes)
Goal Clarity™
Let's talk about Goal Clarity and talk about goals. The problem that we see often is that advisors and their team are working on behalf of their client, they're doing financial assessments, they're running illustrations, they're documenting things for the client and the client doesn't implement. The client doesn't connect their goals to your solutions.
So what we're trying to do here for you is provide you with a great process that is a client-centered approach, your success will be by design, not by chance.
So we have a Goal Inventory Worksheet that you have seen already that is a great tool to use that's going to help you start the process and make sure that in each and every time you're doing goal setting you have a successful experience.
