Key Takeaways
- Understand the concept of lifestyle financial planning
- Learn why an adviser can help their clients more effectively through life coaching
- Understand what both the client and the adviser can gain from such a relationship
- Finding out what is important to your clients and giving them a more personalised service
- Making sure your communications are timely, relevant and tailored to the client’s needs
- Producing a roadmap for clients based on in-depth fact finding and soft skills that help them understand what it is they truly need without causing affront
