Latest Publications
Don’t Start the Conversation with Goals
Life-Centered Financial Planning Essentials: Don’t Start the Conversation with Goals Have you ever asked a client what his or her goals are, only to be met with a deer-in-the-headlights response? Most people are so caught [...]
Focus on Behaviors that Produce Results
Life-Centered Financial Planning Essentials: Focus on Behaviors that Produce Results The core question driving the advice and planning world has been, “Do you or will you have enough money?” Little wonder then that advisors spend [...]
Understanding Your Client’s Journey
Life-Centered Financial Planning Essentials: Understanding Your Client’s Journey How did your clients come by their attitudes, beliefs, behaviors, and habits around money? By chance or by happenstance? To arrive at an answer requires a unique [...]
Client Reality Check
Life-Centered Financial Planning Essentials: Client Reality Check Your clients want—and need—a reality check from you: Reality Check 1: Your clients need to know where their money is going. That means conducting a lifetime cash flow [...]
What Really Smart Financial Advisors Do
Life-Centered Financial Planning Essentials: What Really Smart Financial Advisors Do Having a fruitful conversation involves merging meaning with the person you are speaking with. It does not mean that you should monopolize the conversation by [...]
The Difference Between Success and Failure
Life-Centered Financial Planning Essentials: The Difference Between Success and Failure Soft skills are the hard stuff—but they’re the difference between success and failure when it comes to life-centered financial planning. Learn all you can about [...]
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