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

255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!)

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Mastering Focus: The 3-Goal System for Effective Productivity

This chapter highlights a tactical approach to goal-setting that encourages listeners to prioritize their projects by limiting themselves to three key objectives per quarter. The speaker shares their personal planning methods, including visual aids and post-it notes, to enhance focus and productivity in their business endeavors.

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