What is the cornerstone of your financial planning process?
Solid money management is table stakes, not a differentiator. What really stands out is when you help clients be thoughtful about "what's the money for" and then align their money to support the life they want to live and be in harmony with their values. Advisors who learn how to help clients make those connections will be providing a valuable service that creates clients for life.
Note: This episode is an excerpt from one of the monthly members-only Learning Hours at ROL Advisor. If you'd like to learn more about the Return on Life philosophy and explore becoming a Life-Centered Financial Planner, go to https://www.roladvisor.com.
Guest: Natalie Taylor, a Certified Financial Planner™ and Behavioral Financial Advisor™.