Key Points SMART is a methodology for developing short-term goals that are realistic and achievable. You’ll develop these goals by listening to the voice of the customer, particularly their ...

Set SMART goals with your customers to get a sense of their objectives and make sure the goods or services you’re offering meet their specific needs.

“I’ve found SMART goals to be extremely helpful in developing financial plans for both individuals and businesses,” said Ben Klesinger, founder and CEO at Reliant Insurance Group and Helping ...