The Difference Between a Goal and The Goal
2022-11-01 • 2 minute read
An excellent example of future pacing is how a fee-for-service financial provider can enable a client to expand their thinking by looking far down the road and re-imagining how the trajectory of the relationship will impact them. Take a typical first generation, self-made affluent client who sets a goal to become financially independent. They follow the advice of their financial professional, stay…
