The question “What is your vision statement for your practice?” often elicits funny looks from financial planners. Many individuals chose the financial planning profession because of its orientation ...

How’s your vision? I’m not referring to the kind that’s evaluated by an optometrist or an eye chart. What I’m referring to is the vision you have for the coming days – in your marriage, your family, ...

You must have a vision for yourself. Without vision, you drift. Without vision, you settle. Without vision, you become what ...

As professionals, we're all too familiar with the process of laying out our annual goals, defining milestones and metrics of success, and tracking progress to ensure we hit those metrics. My team had ...