How do you take that to the next level and ensure you’re helping your clients plan for the long term, not just for specific life events as they occur?
Ultimately, the answer comes down to your philosophies around how you work with your clients and what objectives you want to help them achieve. Do you have a thorough understanding of your client’s goals and, even more so, what their passions are in life?
If not, consider reviewing the details you know about your top three clients – not only financial goals, but their life goals. Then, using The Investor’s Journey, match up whether you’ve planned for their whole life, across each timespan – Build a Foundation, Use Your Wealth, and Make It Last.