When we're talking about goals with clients, we need to help them define their goals by short term and long term. Do we expect this goal to happen next quarter or years from now? For instance, are we talking about planning for a big, once-in-a-lifetime trip to India is two years or an annual trip to the beach? Helping our clients define their goals can go a long way towards helping them reach their goals. To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter at behaviorgap.com.