One of the most important aspects of helping clients to achieve their objectives is to encourage them to stick at the process. Planning for what one wants is not a ‘one-off’ experience.

It is a process of:-

• Identifying what clients want and need

• Agreeing where they want to go

• Creating a written plan to get there

• Agreeing first step actions to take

• Taking those actions

• Reviewing results

• Agreeing new actions

• Reviewing these further results

• Fully reassessing, in a written plan, probably annually:-

• Where the client is now

• Where they now want to go

• How they are now going to get there

In other words, it is a process of business development not simply a one-off event.