The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby

The Efficient Advisor: Tactical Business Advice for Financial Planners

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The Vital Role of Tracking in Achieving Goals

This chapter focuses on the critical role of tracking progress in goal achievement, particularly in financial planning and personal efficiency. It discusses the advantages of time studies, the potential for time savings, and the need for clear motivation to maintain the engagement in tracking efforts.

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