Originally recorded on Tuesday, January 21, 2014
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Do you know the top New Year’s resolution every year? It’s improving personal financial circumstances (along with losing weight). The best way to turn resolutions into reality? Goal setting. Watch this webinar recording to understand how to both set and achieve your [and your clients’] financial goals for 2014!
Topics covered:
- How setting goals provides opportunities.
- How to engage clients.
- How to set, monitor and realize goals.
- How technology can help.
- The 5 Success Secrets.
- Q&A session included.
Written By Reeta Wolfsohn, CMSW
Webinar Recording: 5 Success Secrets to Client Financial Goal Setting was originally published @ Center for Financial Social Work and has been syndicated with permission.
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