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Here's the story of how a West Point graduate tossed aside his skepticism about financial life planning and learned to help clients connect to their core values. When you guide clients to uncover their dormant hopes and dreams, you motivate them to start aggressively pursuing their life and financial goals. Soon, RMDs, investment policy statements, and spreadsheet projections become supporting tools and not drivers of the advisor-client relationship.
Life planning remains a mysterious niche in the financial services industry. Embraced by a vocal minority of dedicated practitioners, it can still leave rank-and-file financial advisors scratching their heads. This profile sheds some light on one life planner's approach.
Emotional decision making can surge to the forefront when we experience events like those of the past few months. That's why you need to understand how your clients feel about their money—their desires, purpose, and dreams—lest they surprise you by moving their accounts.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025