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Nick Lincoln
Values to Vision Financial Planning Nick runs a small but highly profitable lifestyle financial planning practice in the UK. He practices Life centered 'Lifestyle Financial Planning' with every client, every time. No excuses. For Nick, it is a mindset. It is “all in, all the time”, otherwise it is pointless.
About this speaker
Nick founded Values to Vision in 2008, after attending and being 'converted' to Lifestyle Financial Planning in a workshop run by our summit co-host, Paul Armson. Nick now provides Lifestyle Financial Planning to all clients, without exception. His firm only offers new clientships to people introduced by existing clients. He feels life is too short for web-crawlers who know “the price of everything and the value of nothing”! Nick has never not won an industry award he has entered himself for. He holds a 2:1 in an utterly useless Humanities degree. Outside of the little work he does, Nick enjoys fermented drinks of almost any nature and playing bass in a third-rate covers band.
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Nick urged attendees to this session to grab the opportunity to adopt Lifestyle Financial Planning as he did 10 years go with the help of Paul and the Inspiring Advisers online training programme. If you would like to find out more about successfully communicating and delivering 'Lifestyle' Financial Planning, remember there is a special Triple FREE Offer available where you can get a 30 day FREE trial of Inspiring Advisers and the Lifestyle Financial Planning '7 Step Success System' PLUS Paul's two books (The 7 Habits of Highly Successful Financial Planners' and 'Enough?') All for free.
Ticket required
Nick urged attendees to this session to grab the opportunity to adopt Lifestyle Financial Planning as he did 10 years go with the help of Paul and the Inspiring Advisers online training programme. If you would like to find out more about successfully communicating and delivering 'Lifestyle' Financial Planning, remember there is a special Triple FREE Offer available where you can get a 30 day FREE trial of Inspiring Advisers and the Lifestyle Financial Planning '7 Step Success System' PLUS Paul's two books (The 7 Habits of Highly Successful Financial Planners' and 'Enough?') All for free.
Ticket required