In this three-minute excerpt from a recent members-only Learning Hour, ROL Advisor’s Steve Sanduski, CFP® shares tips for how many quarterly initiatives to set to achieve your annual goals, which includes having a key result and activities assigned to each.

Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.