You can set actionable goals by asking your clients the right questions using Peter Drucker's SMART acronym:
- Specific
- Measurable
- Accurate
- Realistic
- Time-Limited
Now, let's apply those standards to the most important exit goal business owners have: attaining financial security for the duration of their post-business lives.
Download our "5 SMART Questions to Ask Business Owners About Financial Security" infographic to learn the 5 SMART questions you should ask your clients about their financial security. Exit Planning Advisors must use all of the tools at their disposal to quantify how much income their business-owning clients will need to live the post-exit lives they desire. One of the best tools advisors use is the SMART standard.
