. Greg is an owner of an investment brokerage in Cranbrook BC that serves mostly baby boomer aged customers who are either retired or nearing retirement.

Recently Greg has noticed changes with his clients, where they want their investments made, and how they want to communicate with him... which is now mostly via email, text or through his website. He has decided to do greater work to detail these changes as part of his planning.

He also wanted to new objective for his staff related to supporting these customers online but didn't quite know how to craft a good objective.

Briefly describe what are the six (6) steps of the planning process?

What part of the process is Greg focused on?

Why do you believe this to be the case?

Help Greg develop a SMART objective to include in his plans.