Melissa Joy, CFP® is joined by Elnian Gilbert, trainer and keynote speaker for Zing-train, shares Zingerman’s approach to business in visioning. Visioning is a tool that can help clarify what is most important. What success looks like at a particular point in time in the future.

Feeling off balance, knocked off course and disoriented? We certainly are!

In this episode learn how to:

  • Better prioritize how to spend your time and other resources
  • How to better navigate drastic shifts in how we live, work, and play.
  • A way to define the destination

Raymond James is not affiliated with and does not endorse the opinions Elnian Gilbert or Zingerman’s.

#visioning #financialplanningdexter #financialplanninggrossepointe