Every advisor who decides to grow beyond a one-person practice thinks about setting goals; that's pretty straightforward. But once you've set a goal and reached it, then what?
Goal setting (and, of course, pursuing) can have a significant impact on your firm's future organization and success. Yet traditional, rational economic theory suggests goals should focus on relatively short-term strategies - specifically, those related to expanding your business in order to make more money. This concept is deeply ingrained in our capitalist system.
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