Tool Examiner: Personal Insights about Life Balance

As a Financial Life Planner, an understanding of the nature and influence of values is essential.  Your goal is to learn what is most important to each client and to allow that understanding to guide your interactions, advice, and service.  In addition, you strive to help your clients become more aware of what is most important . . . → Read More: Tool Examiner: Personal Insights about Life Balance

Creating an Effective Introduction Packet for Prospective Clients

Sharing who you are, what you do, and why you do it with prospective clients is an essential step to finding clients who will appreciate your unique approach to financial planning.  As a Financial Life Planning professional, connecting with prospective clients also allows you the opportunity to set yourself apart.  Aside from website messaging, a well . . . → Read More: Creating an Effective Introduction Packet for Prospective Clients