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.