Top tip: Get your client to add images of their goal. It'll look great on the Best Life page later on!
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We record the client's goals in the Your Goals module.
This is where we move from broad, long-term interests, to something very achievable for clients to act on. This is the opportunity for advisers to demonstrate how they help their clients move ideas into actions, and show how clients can really achieve their best life. It takes the process from a theoretical discussion and grounds it in reality.
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In the Workbench, navigate to the client's view tab.
Click Add Goals
This will bring you to the first page of the goal wizard. Here you will need to click and select a Goal Category for the goal you are adding.
There are several goal categories to choose from:
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- Goal Category
- Goal Name
- Assign to - Client A, Client B or Joint
- Goal Importance
- Goal Success Measure
- Which Life scores or Values cards this goal supports
- In the Additional Tab: Goal Confidence & Completing this goal will leave me with
- Notes and Admin Notes
Once saved you will see the Goal listed in the Goals Module.
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