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Common Goal Setting Mistakes, Dealing with Overwhelm and Maximizing Work Sessions

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.


Our subjects for this week look at goal setting mistakes, how to deal with overwhelm, and utilizing focused work sessions. Our first piece suggests considering the obstacles and barriers to success and plan your goals accordingly. Our next piece focuses on how to deal with too much on your plate. Our final piece looks at the power of work sessions to complete a common goal.

Are you making these mistakes when you set goals? This piece says to set behavioral goals to help reach your achievement goals. Take a look.


Feeling fatigued and overwhelmed from running your business? You aren’t alone. This author discusses identifying the underlying causes of your challenges and how to fix them.


Does your team utilize work sessions? This piece outlines the benefits and argues it is the new way to actually get things done in meetings.


Don’t forget to check out our full list of Target-Date Funds while designing retirement solutions for your clients.