What if we told you that goal based planning is failing for many firms and also many advisors. On more than one occasion, we have noticed that when a firm or advisor is asked to identify specific metrics for their various goals, they often struggle.

In this morning's episode we dive into why that may be, and as it turns out, the solution is quite simple. There are two key elements that can cause goal-based planning to fail, and they both revolve around not having a tangible vision to base your goals on. Goal-setting is on its own a monotonous process that tends to focus on the "what" and the "how." However, the simple yet crucial question you must ask begins with "why." Today we are going to talk about the "why"

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It's not About the Nail: https://www.youtube.com/watch?v=-4EDhdAHrOg