by VUL1NT4B4 | Oct 28, 2023 | Uncategorised
If you have more than 150 clients, chances are you are not doing Financial Planning Having been in the Financial Planning industry for over 26 years it is wonderful to see how we are moving from a sale driven approach to one where the clients needs take centre...
by VUL1NT4B4 | Oct 28, 2023 | Uncategorised
The value of Lifestyle Financial Planning For a long time, I have wondered what lifestyle financial planning (LFP) actually means. I always thought I was implementing LFP to the optimum, but one day after a long, unplanned conversation with a client, I realized that...
by VUL1NT4B4 | Oct 28, 2023 | Uncategorised
THE BIGGEST CHALLENGES FACED BY A BUSINESS WANTING TO TRANSITION TO A LIFESTYLE FINANCIAL PLANNING/INTEGRATED WEALTH PLANNING BUSINESS To some degree most financial advisors are trapped in the past and simply continue to do what worked best previously. Remaining...
