Rainmaker Multiplier On-Demand

Growing Your Practice with Strategic Goal Setting: A Financial Advisor's Guide To Success


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Start your year with a proven approach to setting and achieving meaningful practice goals. Learn time-tested methods for turning vision into reality in this episode hosted by Matt Seitz, Chief Marketing Officer at C2P, featuring Gina Pellegrini, founder and CEO of Pellegrini Team Consulting and Tony Engrassia, LUTCF®, NSSA®, CFF ®, the founder of Wealth Management Strategies, Inc. Through real-world examples and practical frameworks, you'll learn how to set both personal and professional goals that align with your three-year vision, create effective accountability systems, and maintain momentum throughout the year. Whether you're a solo practitioner or leading a team, this episode provides the blueprint for making 2025 your most successful year yet!

Resources:

  • Business Tools: EOS (Entrepreneurial Operating System)
  • Consulting Services: Pellegrini Team Consulting, Strategic Coach
  • Professional Organizations: Million Dollar Round Table (MDRT)
  • Business Frameworks: Strategic Freedom Process™
...more
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Rainmaker Multiplier On-DemandBy C2P

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