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Results-Driven Solutions: Setting Performance Goals for Your Entire Team January 27, 2016

Happy 2016! I hope you are weathering the start to the year and handling its wild beginning. For this newsletter, we provide a process for setting goals for the upcoming year. There are two major flaws that we see with advisors when putting together their business plans: 1. only setting production goals and 2. not involving their entire team in the goal setting. DON’T make these mistakes this year.