Those with goals are 10X more successful
Maybe you want to grow this year, maybe you want to retire, or maybe you want to boost client retention. Whatever you’re thinking, make sure you carve out time to define your goals and a plan for implementation and success.
These 13 attainable goal ideas are created with your agency in mind. The goal ideas range from all areas from growth to retirement to client retention and customer service.
Read through the 13 goals, then use the accompanying goal worksheet to determine what your goals will be for the next year, 5 years, and 10 years! Included are 13 goal ideas and a printable worksheet to help you describe what the goal is, who will be piloting the goal, and what you need in terms of technology!