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Most people look to the future for some milestone of success that will make them happy, whether that is a certain income level or lifestyle change. But as recent research confirms, it's learning to be happy in the present that actually brings about success, not the other way around.
Focusing only on broad financial goals can make them seem overwhelming and unachievable for clients. But breaking down big goals into smaller, “bite-sized” pieces that are easily tracked can reinforce positive behaviors and motivate clients to reach their long-term goals.
What’s Working Now: This advisor found a process that increased his productivity and decreased his stress levels all while bettering his business. Learn how he juggles it all.
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