POWER Webinar: How to Build a Successful Lifestyle Financial Planning Business

27 May 2020

This is the story of Joslin Rhodes and how to build a successful Lifestyle Financial Planning business told by CEO Neil Parker. Neil talks about: why he has built a career as a Lifestyle Financial Planner; growing revenue from £100K to over £4M using Lifestyle Financial Planning; leading a team of 60, all with the mission of helping clients answer one of the biggest questions in life, ‘Do I have enough and will I always have enough?”

Learning objectives

During this webinar you will:

  • Gain a better understanding of why lifestyle financial planning is a fulfilling and desirable service to provide.
  • Learn how to present the idea of lifestyle financial planning to clients in a way they can engage with it and immediately understand the benefits.
  • See what the Joslin Rhodes ‘Plan Happy’ lifestyle financial planning service looks like.
  • Begin to understand how to turn this service into a repeatable, sustainable client-focused process.