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It starts with having the right framework.
In this episode of Full Advisor Coaching, Kristin introduces her 7-part process designed to help advisors incorporate both personal and professional goals in their life to find greater satisfaction.
Kristin explains how this structured approach helps advisors make better decisions about where to invest their limited resources of time, money, and energy while integrating a focus on business growth with personal fulfillment.
Listen in to learn how to prioritize initiatives, what it takes to achieve long-term success, and more.
Kristin shares:
- The 7-Step Fulfillment Framework
- How to create a compelling three-year vision that guides daily decisions
- The importance of clearly defining your brand, target market, and company values
- How to assess your personal life to reveal areas of focus
- A practical approach to prioritizing initiatives based on quick wins, impact, and energy
- Why regular progress reviews and adjustments are crucial for long-term success
- The power of accountability partnerships in achieving your goals
- And more