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A Business Vision Statement is a clear statement of what an advisor wants their business to look like in the future, i.e. 1-5 years. It can be stated in terms of size, reputation, prominence and/or production.


Productivity Goals are production levels or outcomes for a specific time period, usually for a Month, Quarter or for the Year, that will ultimately help the advisor achieve their Personal Mission and Business Vision.


These goals are the activities you execute that are your business drivers. Advisors should choose them based on their own goals, experience and priorities.

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