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Make the shift to a more meaningful 'life-centered' financial planning service, where the client’s life (not their money) is at the very center of every discussion and money is there to serve their life, not the other way around.
Bringing together the world’s thought leaders in financial planning to share their best insights and experiences on adopting, communicating and delivering a LIFE CENTERED Financial Planning approach.
Our experts shared years of knowledge, strategies and tactics. If you’re focused on developing your service and your business we've got you covered.
Life20 Kick Off & Welcome!
Advisor Success - Braver Conversations
How to successfully communicate Life Centered Financial Planning - and keep the focus on what matters most!
The New Profession - The Keys to your Future
Advisor Success - How to escape 'Advisor Ground Hog Day' and bring meaning and purpose to your client value proposition.
The What, The How and the Why of Financial Wellbeing
Listen. Like Your Life Depends On It
The 6 Core Values of Life Centered Planning
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