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What makes it “Goals-based� Advice?
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What is goals-based advice?
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Goals-based or product-based advice?
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Let’s dig a little deeper into the metrics
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Goals-based advice philosophy
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Goals discovery process
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Resources www.mitchanthony.com
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www.keithabraham.com
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Morningstar master list
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www.lifegoalcards.com
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advice intelligence
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Goal categories 1. Personal & Activity
2. People (other people)
3. Places and events
4. Financial milestones
Discovery Questionnaire available https://www.adviceintelligence.com/discovery-questionnaire
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The drivers behind clients’ goals
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SMART Goals Specific
Measurable / Modeled / Milestone
Achievable
Relevant / Responsible Timeable
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Co-created advice
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Goals-based Investing
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Ongoing advice
“Always plan for the fact that no plan ever goes according to plan� Simon Sinek
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For regular content Goals-Based Advice Podcast
Simon Sinek
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