Practice of Financial Planning

Too many businesses don’t really understand that the core of their business is making people feel good. Whether it’s walking into a store or a restaurant, or being on an airplane, most people go through life hoping that good things will happen to them, and they return to businesses that make those things happen.

The top three things clients are looking for is peace of mind, goal attainment and life fulfilment

For those who advise for a living—consultants, financial planners, estate attorneys, CPAs—I've got something for you!

One aspect I appreciate about those who provide life advice is the ability to shift their mindset.

I'm talking about transitioning from the notion of merely being compensated for rendering a service to viewing yourself as a curator ... See more

An exquisite listener is someone who becomes consumed by the listening process. They shut out all distractions and have a laser-like focus on what the person is saying with a deep curiosity about the feelings, values, goals and internal conflicts the client is trying to convey. And, oftentimes, this level of listening facilitates a process of disco... See more

Here are the three main reasons clients don't implement:

1) Confusing Priorities

2) Lack of Knowledge or Abilities

3) Unfamiliar Relationship & Logistics

Here is a list of the seven actions clients reported disliking (in order from most to least disliked):

1) Did not provide a breakdown of fees

2) Took more than a week for tasks

3) Used financial jargon

4) Recommended investments without considering values

5) Suggested investment options without going into detail

6) Asked me to complete long forms

7) Did n... See more