Quit recycling your goals. If your 2014 goals mirror your 2013 goals, it’s time for a new game plan. Those goals may not reflect what you want or what you need – personally or professionally. Some of the best ways to improve your practice may call for you to step away from traditional goals and work on what you find relevant.

Here are four goals advisors should be setting, but often don’t.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access