Life Planning - A New Kind of Practice

The new advisor value proposition is about enhancing the well-being of clients and freeing up time for fulfillment and true happiness. The underlying premise is that advisors and clients already enjoy a relationship of openness, confidence and mutual trust. Move in closer and change the conversation. It's important to combine coaching and consulting to uncover the values that are most important to them.


0:00 / 0:00

The advisor platform provides easy access to information about my clients in relation to their family, occupation, recreation, and money. Applying this information in my conversations has helped deepen relationships.

- Financial Advisor

Featured Resources

Slide Show

Need help making the most of your conversation with clients?

Learn the common traits for each interpersonal communication style and how to structure your approach.

Generations white paper cover

White Paper

What Does Financial Advice Look Like Across Generations?

This paper from First Clearing and The Center for Generational Kinetics summarizes the results of research into Baby Boomers, Gen X and Millennials attitudes, preferences and priorities about investment advice.

Client Well-being