"Financial services professionals around the world are experiencing a historic inflection point in their industry. Ever-increasing regulation, heightened scrutiny, and eroded value propositions in confluence have exposed the vacuous and exaggerated value propositions that financial professionals have historically relied on. The bottom line is that the business of financial services is being radically redefined. With life-centered planning, every product and service is tied directly to the life transitions and goals of ...
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"Financial services professionals around the world are experiencing a historic inflection point in their industry. Ever-increasing regulation, heightened scrutiny, and eroded value propositions in confluence have exposed the vacuous and exaggerated value propositions that financial professionals have historically relied on. The bottom line is that the business of financial services is being radically redefined. With life-centered planning, every product and service is tied directly to the life transitions and goals of clients. Life-centered planning is a discovery process focusing on who the client is instead of the assets he or she has. By using this revolutionary model, advisors can demonstrate to clients how every aspect of their lives has an impact on their wealth-building or wealth-protecting process"--
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