Kyria oversees the Advicent Partner Experience Program. She works with our individual Partner Experience Managers to strengthen every partner’s knowledge of Advicent products, develop roll-out strategies, and increase product utilization. She also oversees ongoing development of Advicent e-learning resources and training materials.
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When asked, most people will agree that having goals in life is important. In fact, come January each year, there is a renewed focus on setting goals and bettering ourselves. These can range from losing weight, saving more money, paying down debt, or finally giving up smoking. Yet it always seems that by mid-February these goals fall by the wayside and old habits creep back. In fact, 92 percent of people never achieve their New Year’s resolutions. Furthermore, one of four people make the same resolution every year.
These facts certainly make you wonder: Why are we so bad at achieving our goals?
With the help of sophisticated financial planning solutions, you can help your clients set goals and develop plans to achieve them. The most efficient way for an individual to achieve a financial goal is to develop a clear plan and stick to it.
Click here to learn how NaviPlan® can enhance how you collaborate with your clients and simplify goal-based planning.