Tuesday Feb 20, 2024
More Than Money: Why You Need to Help Clients Build a Life of Significance – Episode 11
As advisors, you’re extremely comfortable delving into your clients’ financial goals so you can craft plans, portfolios and other solutions aimed at getting them to those desired outcomes.
But what if you went beyond the financial issues by also helping your clients build a life of deep personal significance and meaning? It turns out, you stand to gain a lot by providing leadership and guidance in key non-financial areas of your clients’ lives.