
Encore Episode: Business Planning
The Perfect RIA
00:00
Mastering Goal Setting and Planning
This chapter explores the significance of tangible documentation in achieving personal and professional goals, exemplified by an executive who utilizes a simple card for his objectives. The speakers share their insights on balancing work and family time through visual goal-setting methods, like wall calendars, while emphasizing the importance of flexible planning tailored to individual needs. They discuss overcoming mental barriers and establishing structured systems to ensure consistent progress toward both short-term and long-term goals, highlighting the need for accountability and strategic delegation.
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