“Even at three agents, what we found was three agents were not aligning on a simple goal more than 16% of the time.”
VP
Vijoy Pandey Cisco
DataFramed ·
“I suggest doing no more than three goal details for the quarter… I suggest picking only three that you'll be working on and directing your attention”
Libby Grywe · The Efficient Advisor: Tactical Business Advice for Financial Planners · 413: The Productivity Tool I Can’t Quit (Even With AI)
Play from 16:03
16:03
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What was described
Limit goal-detail section to no more than three goals per quarter
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