Goal Setting: Measuring Progress & Looking Back to Look Forward

Goal Setting: Measuring Progress & Looking Back to Look Forward

In this episode, host Angelo dives into goal setting and how to measure progress within the single family office by examining past successes and failures to determine the course to take moving forward.

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Mentioned In This Episode:

  • The importance of setting goals within the SFO
  • Outcome goals and performance goals and how to measure them
  • What role having defined processes play in achieving and measuring goals
  • How to avoid the Master’s Mindset downfall

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