Advisor goals: Values are the DNA of vision

Values are the DNA of fulfillment. When one lives their values, the fulfillment of their values generates positive feelings and positive beliefs. Values and the positive feelings and positive beliefs that they inspire are also the DNA of one’s vision.

To create your vision for 2011, imagine looking back from Dec. 31, 2011, and ask yourself:
o What did you accomplish?
o What goals did you set and achieve?
o What made you happy?

Break your questions into the following categories:
o Administration
o Computer/systems
o Customer service
o Financial
o Marketing
o Office
o Products/product knowledge
o Sales
o Team
o Training
o Vision/planning