Whether it’s to hire a new paraplanner, increase your lead generation efforts, or anything in between — setting specific, realistic goals for the future will increase your chances of achieving them.* C2P team members, Matt Seitz, Chief Marketing Officer and Partner, and Becca Voelpel, Relationship Manager and Ambassador, collectively share their own experiences and work with advisors to set SMART (Specific, Measurable, Attainable, Realistic, Time-Sensitive) goals and stick to them. Tune in for valuable insights and strategies for setting and achieving your goals, both personally and professionally, and set your firm up for success for years to come.

Resources

Balancing the Scales: The Positive Impact of Weight Loss And Good Health, Episode 8 of JL Smith Holistic Wealth & Health Podcast: https://c2pe.info/4aSBcmn

Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork Book: https://c2pe.info/3Hd9nYf

10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less Book: https://c2pe.info/3RPsSuH

Exclusive Resources for C2P Advisors (requires login)

Goal-Setting Worksheet: https://c2pe.info/48nFDnB

Statistics:

*https://www.bramework.com/goal-setting-statistics/#:~:text=A%20study%20by%20Dominican%20University,those%20who%20set%20easy%20goals.