Goal-setting increases therapeutic engagement, reinforces collaboration, and creates some structure for therapy. Initial therapy goals do not need to be specific; usually, broad goals are enough to ...

Financial advisors’ clients can achieve better outcomes by setting their own goals, says Dr. Kristy Archuleta, an associate professor at Kansas State University. Many advisors feel that statement is ...

Available within the mobile app and online, Life Plan users add more than $55 Billion to BofA accounts in two years "Our clients appreciate having an easy, intuitive way to set, track and adjust their ...

Setting goals is the first step to accomplishing anything meaningful. Follow through, of course, is a major challenge. Just ask anyone who runs a health club. Memberships spike in January (people want ...

A pioneer in her industry, coaching leaders since 2000, Sara Ellis Conant is Co-Founder & CEO of a)plan coaching. Setting goals is one of the most powerful tools for realizing your dreams in any area ...

8 Goal Setting Templates for Making Real Progress in 2025 Your email has been sent Check out our curated list of the best goal setting templates for monday.com, ClickUp, Excel, Google Sheets, Notion, ...

As we have traversed from Universal Google Analytics to Google Analytics 4, many of us have been painstakingly transitioning tracking metrics to adhere to our new way of data analysis. On the bright ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Clients often come to their advisors with wish lists rather than goals. They may want to pay for their child’s university education, purchase a summer cottage and travel extensively after retirement — ...