Lifestyle Financial Planning: Turn Theory into Practice
60 minutes: 40 minutes presentation, 20 minutes Q&A
Neil Parker, CEO, Joslin Rhodes demonstrates how to turn the theory of Lifestyle Financial Planning into a practical and easily repeatable financial advice service.
Learning objectives
During this webinar you will;
- Gain a better understanding of the value of lifestyle financial planning
- Understand how to turn a theoretical concept into a tangible process
- Learn the coaching techniques and tools Joslin Rhodes’ Financial Planners use in their first meeting with clients, achieving a 3 out of 4 client engagement rate.
