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An adviser guide to setting goals in 2021

set goals

If we set goals that have a 50-50 probability of completion, we know we’re stretching ourselves; we also know that we’ll get to the end of the year achieving far more than we could’ve imagined just one short year earlier.

Last month I met with our executive leadership team to review 2020 and plan for 2021. After reflecting on what we all agreed was a challenging year, some powerful realizations rose to the surface. One of those epiphanies was the fact that we had a list of 66 notable accomplishments the company

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