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The power of planning: goals vs. desires

Randy Marshall, Ph.D.

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Planning is the master key that unlocks sound strategy and ultimately a realistic vision. The problem comes in defining what a goal is as the central part of the planning process. Many financial advisors operate with the wrong perspective, and there is a huge difference between a goal and a desire. The difference centers on what we can control and what we cannot. Marshall outlines a clear three-month plan that increases outward productivity and gives inner peace. Knowing the difference between a goal and a desire has saved careers and given many advisors a new lease on why they do what they do.

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