Thanks to the Harvard study, it is no secret that there is a direct correlation between written goals and earning potential. Statistically speaking, those with written plans on how to achieve their vision outperform and out-earn those without by more than ten times! Join this months broadcast with growth specialist, Scott Snider, who will go cover how creating strategic project plans can aid in your personal development.
All CEPAs have goals and objectives every year. For some, it is to improve client engagement. For others, it might be to effectively implement exit planning services into their existing firm platform. Many want to improve their ability to attract high net worth prospects. And who doesn’t want to simply get truly effective at growing their practice? You likely have goals that you’d like to see happen in 2019, too. The Strategic Mentor Group is here to help you.
About S.M.A.R.T. CEPA Strategic Mentor Group:
We all know setting goals is important to success, but it is the strategy behind the goal that is just as, if not more, important. It is key to set S.M.A.R.T. (Specific, Measurable, Attainable, Realistic and Time Bound) goals. This year the CEPA Strategic Mentor Group will focus on three topic areas; personal development, interoffice communication and business development. Hosted by growth specialist Scott Snider, marketing strategist Brooke Norman and guest industry experts. Each month, you will be surrounded and supported by fellow CEPAs sharing stories, developing ideas, finding solutions, and resolving issues, while keeping each other accountable to fulfilling plans and becoming a better advisor and professional. This elite CEPA group becomes your sounding board for best practices, troubleshooting, creative ideas, and peer support.