Formalize Goals Based Planning - The Seventh Pillar Part 2
2021-09-20 • 10 min video
Enhancing your role as a goals-based planner. I'm sure you already show interest in why, specifically, financial independence matters to a client and what goals they hope to achieve in life. Well, I'd like you to consider professionalizing it further and then embedding it into the seventh pillar of your process. Watch on YouTube: https://youtu.be/J7wCZBSRqxs
