Our Lumiant training webinar turning values into goals is where we start to learn the art of being able to tease out tangible goals that are linked to the clients chosen values.
This session will take you through:
- How to uncover and capture tangible goals
- Why non-financial goals matter
- Asking for permission to keep the client accountable to non-financial goals
- Setting SMART goals
- How to keep your clients accountable in between progress meeting