How Advisers Can S.H.I.F.T. to Success

Flaxington, Beverly D.
January 2011
Journal of Financial Planning;Jan/Feb2011 Practice Management Sol, p12
Academic Journal
The article focuses on the benefits of using the SHIFT model to be able achieve greater effectiveness for the financial advisers in the U.S. SHIFT is being done by specifying the desired outcome of the goal while highlighting the obstacles of reaching the objective. The human factor needs to be identified to be able to determine the possible failures of the plan. The advisers are recommended to find other alternatives of reaching the goal which will be supported by taking some disciplined action.


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