As a leader, consultant, coach, and, most importantly, advisor, I dedicate a considerable portion of my time to envisioning, anticipating and planning for the future, especially at the beginning of the year.

But this year I fought the urge and took a play from our coaches’ playbook. Many of them spend the first few weeks of each new year gathering year-end numbers from their advisor clients, and it occurred to me that in order to plan successfully for 2014, I had to look back at what I learned.

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