Financial Planner's Guide to Goal Setting

eBook (PDF), 31 Pages
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Price: Free
This FREE 31 page PDF Guide was written by a business coach for Financial Planners based on two decades of coaching Practice Principals in setting and achieving goals. This guide explains: How to set goals. How to have a "goal focused" business. Common mistakes to avoid. Assessing how goal focused your business is now. How to set strategic objectives and a clear direction for your business. How to set operational goals. How to use goals as part of the performance management process for employees. Implementing actions to achieve each type of goal. This Guide has practical actions to make your practice more successful through goal setting. It provides the background actions for implementing the strategies in the Financial Planner's Guide to Completing a Business Planning SWOT Analysis.
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Product Details

Edition 1.4
June 18, 2017
File Format
File Size
1.13 MB

Formats for this Ebook

Required Software Any PDF Reader, Apple Preview
Supported Devices Windows PC/PocketPC, Mac OS, Linux OS, Apple iPhone/iPod Touch... (See More)
# of Devices Unlimited
Flowing Text / Pages Pages
Printable? Yes
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