A New Model For Life Planning

A New Model For Life Planning
Carol Anderson
10/02/09 4 PM EST
IWI
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Research published by the FPA indicates that facilitating a holistic, client-centered approach to financial planning—-commonly known as “life planning”—-is statistically linked to higher levels of client trust and commitment. In addition, the results demonstrated that life planning communication variables are strongly correlated to other indicators of successful client relationships such as client satisfaction, cooperation, retention, and referrals.

This presentation will clarify several aspects of life planning including what it is, why it is important, and how it can be integrated into client meetings and communications via a structured and replicable process. Attendees will also learn how a life planning approach aligns with and supports the Financial Planning Practice Standards established by the CFP Board of Standards.

Carol Anderson is president and CEO of Money Quotient® and for 15 years has specialized in issues of retirement preparation, life planning, productive aging, and financial planning education. Money Quotient trains advisors on a values-based, life-centered approach to financial planning that engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives.

 

This webinar is approved for IMCA CE credit.


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Good program on Life Planning

Good program on Life Planning

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