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Complimentary Client Goals Tracking Spreadsheet Resource



[[:encoded, "If you want to make sure to help your clients achieve their goals, so they can enjoy what is important to them in life, you might want to make sure to have a way to track what their goals are, if you don’t already have a tool to help you do this. \n\nThe purpose of this simple spreadsheet is to help Financial Professionals (especially) be more on top of when your client’s goals are coming due, so you can make sure you help them achieve what they want to achieve, assuming it is possible, in the time frame they desire. If you aren’t on top of what they want to accomplish, how does that appear to them versus if you are always paying attention to what they tell you and are helping to get to where they want to go?\n\nTo download your complimentary Client Goals Spreadsheet Example template, go to https://www.accountabilitycoach.com/request-client-goal-tracking-sample/. You can easily customize it for how it will best work for you in helping your clients. \n\nLarry told me: I love the Goal Tracker, Anne. Simple elegance at its best.\n\nIf you get value from these Podcasts, please take a minute to leave me a short review. I would really appreciate it. Let me know if you would like me to talk about certain topics that you feel would be of value to you.\n\nTake advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. \n\nCheck out all the great free high-content business success training web classes, by going to https://www.accountabilitycoach.com/free-articles/free-webinars/.\n\nWant more from The Accountability Coach™, subscribe to more high-value content by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. \n\nCheck out my high-value Blog (https://www.accountabilitycoach.com/blog/) \n\nSubscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach)\n\nConnect with me on Linked-In (https://www.linkedin.com/in/annebachrach) \n\nConnect with me on Pinterest (https://pinterest.com/resultsrule/)\n\nConnect with me on Instagram (https://www.instagram.com/annebachrach/)\n\nConnect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) \n\nGo to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. \n\nAs an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance.\n\nCheck out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. \n \nAim for what you want each and every day! \nAnne Bachrach\nThe Accountability Coach™\n\nBusiness professionals and Advisors who utilize Anne Bachrach’s proven business-success systems make more money, work less, and enjoy better work life balance.\n\nAuthor of Excuses Don’t Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today."]]


Published on 5 years ago






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