Business Success Knowledge Circle: Learn the What, Why and How of Building (and Transitioning) a ‘Life Centered’ Financial Planning Practice
Building a quality financial planning practice requires a systematic, repeatable approach to client discovery and recommendation development. Incorporating “life centered” (qualitative) client data requires additional knowledge and skills. Helping client’s stay on course toward goal achievement as their lives ebb and flow can be the bane of an advisor’s existence. Someday, after you’ve built your practice, you’ll likely want to transition to your next phase of life; a life well lived.
Learn the basic concepts of “Life Centered” Financial Planning.
Understand how our brains are wired to keep us from our goals.
Understand the “What, Why and How” of a client’s goals and aspirations.
Learn repeatable life centered interviewing techniques
Learn how to keep a client on course as life ebbs and flows.
What Knocks Clients off Track?
What Keeps Clients on Track?
How to successfully transition your practice when the time comes.
Robert V. Bolen, CFP®, CFA®, MBA, CeFT, FBS
CEO, Founder, Touchstone Pathway
Robert (Bob) V. Bolen, CFP(r), CFA, CeFT(r), FBS(r), is CEO and Founder of Touchstone Pathway, a Web-based, Client Discovery and Decision Support platform built for financial advisors. After receiving his MBA from Indiana University in 1986, he spent 14 years as a securities analyst. After a stint as CFO of an Internet startup, he has spent the last 18 years honing his craft as a CFP Practitioner. He built his own firm, Envision Wealth Planning, into a successful, life-centered financial planning practice before selling the firm in 2018 to begin focusing full time on Touchstone Pathway.