Kickoff & Goal Setting – Group 2

Theme: Aligning Advisor and Business Owner Goals

• Agenda:
  1. Review 2024 performance and set goals for 2025
  2. Discuss effective goal-setting techniques for business owners
  3. Introduce tools for aligning business operations with long-term growth strategies
  4. Share business assessment templates

Suggested Tools:

• SMART Goals template
• Business Planning Tools (e.g., EOS® Traction Worksheets)

Presenter: Amy Morin

Meeting Info

https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852

Meeting ID: 715 290 0205

Passcode: 1234