What You'll Learn In Today's Episode:

  • Goal setting is crucial for young people to establish and work towards their aspirations.
  • Surrounding oneself with the right people is essential for personal growth and success.
  • The goal-setting process involves creating a roadmap, setting measurable goals, and taking action steps.
  • Accountability and regular check-ins are important for staying on track and achieving goals.

In this episode, Jamie Shilanski discusses the importance of goal setting for young people and how to help them establish and work towards their goals. Jamie provides a step-by-step process for goal setting and offers tips on accountability. She also encourages listeners to seek guidance and support from others in the goal-setting process.

Recommended Podcast

Why Two Advisors Decided to Spill Their Secrets

Transforming the financial advising industry.

See More

Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]

The evolution of The Perfect RIA podcast.

See More

Estate Planning: From Checkbox to Cornerstone

Client engagement and setting expectations with estate planning.

See More

Contact Us