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  1. Version 1 focuses on the full process that you will now take them through
  2. Version 2 focuses on getting your clients to update their goals for 2023a new year

Version 1 (full process): New Year New You?

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We’ve taken some time to create a three-step process {Link to Blog} that will help you achieve and exceed your aspirations for 2023the New Year:


  1. Step One: Where are you now, and what’s important to you?
    We want to help you identify the areas in your life that need focus. So we can set the right goals that will have the biggest impact on your life.

  2. Step Two: Set SMART Goals
    Our advisers are trained to help you set SMART Goals, chunk them down into bite-sized tasks and track your progress. Once you have completed Your Life, we can help you select the right goals for success.

  3. Step Three: Keeping you accountable
    That doesn’t mean nagging you but helping you stay on course or get back on the horse should you fall off. Our advisers will be with you every step of the way and help you track your progress.

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To help you kick off the new year with a bang, we wanted to help you set SMART Goals for 2023. We’d love for you to book in a time with us to explore what really matters to you and determine your goals for 2023(insert year)


In this session, we will:

  • Determine what’s important to you and what we should focus on in 2023(insert year)
  • Uncover what is driving your new years’ resolutions
  • Define your SMART Goals that will enable you to live your best life

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