How Life Planning Changed My Practice

May 25, 2007 / By Phil Dyer, CFP, RLP
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Here's the story of how a West Point graduate tossed aside his skepticism about financial life planning and learned to help clients connect to their core values. When you guide clients to uncover their dormant hopes and dreams, you motivate them to start aggressively pursuing their life and financial goals. Soon, RMDs, investment policy statements, and spreadsheet projections become supporting tools and not drivers of the advisor-client relationship.

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