Read our short guide to tactics, funnel stages, and cadence.
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Looking for a family activity? There’s one that is not just enjoyable family time – it can move you closer to achieving your goals and making your dreams come true. While we all have things we want to accomplish, lives we want to build, and things we “wish” for — they often remain too far out on the horizon, or too ill-defined for us to take actionable steps towards achieving them.
Bringing these goals into focus can help you work on making them a reality. A family-centered exercise in identifying, naming and then documenting your goals on a timeline that you refer back to frequently can keep everyone tracking forward – and uncover some things you may not know about each other!
Taking stock is the first step to any larger goal setting. Determining where you are now, what you’ve accomplished, and what you loved and didn’t enjoy... ...
If you’re a financial advisor looking to grow your firm, we have you covered. Whether you’re a marketing expert or need the guidance and content to build your program, we’re here with you every step of the way.
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