Goal setting is more than just listing aspirations. It’s about navigating the journey to your clients’ ideal lives, a process that evolves with time and experience. Let’s explore how advisors can empower their clients through this transformative process.
- Time for Reflection: Allowing clients the space to reflect on their vision fosters new insights and opportunities. It’s a crucial step in letting their reticular activating system identify opportunities they hadn’t thought of before.
- Broadening Perspectives: Incorporating diverse perspectives enriches the goal-setting process. Clients gain fresh insights by hearing others’ stories and experiences, expanding their horizons and sparking new possibilities.
- Concrete goals: A clear vision of an ideal life can be enough, but translating visions into tangible goals does mark a significant milestone. Advisors reassure clients that goal setting is an ongoing journey, evolving alongside life’s twists and turns.
- 3-year Vision & Goal Reset: Regularly revisiting goals every three years ensures alignment with evolving priorities. Life experiences often prompt shifts in perspective, making this reset invaluable in keeping goals relevant and meaningful
All MQ Partners who want to dive deeper can watch our Creating an Effective Goal Setting Process webinar.