The subtle shift in focus — from achieving fixed goals to simply doing something you very much believe in — can make all the difference in the outcome. (Image: Shutterstock)
With the New Year around the corner, many insurance agency owners have started working on their 2019 goals. Before you do that, consider some insights I've learned by working with owner/advisors on goal setting.
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Janet Levaux
Editor-in-Chief Janet Levaux has covered the financial markets since 1991, with a focus on financial advisors since 2005. After graduating from Yale and the Johns Hopkins School of Advanced International Studies (SAIS), where she studied global economics, Janet worked as a freelance financial and business writer in Japan, and then as a reporter and editor for Investor's Business Daily and the Bay Area News Group in California. She earned an MBA in 2007 and since then has helped lead key ThinkAdvisor projects like its Neal-Award winning reporting on Ken Fisher, Luminaries awards program and Women in Wealth newsletter.
