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"Leading with Planning: Foundations for Exceptional Financial Planning"

A Financial Advisor’s Complete Guide to Holistic, Interactive Planning Enabled by Financial Psychology

Clients today want a financial professional who will do more than manage their money. They want someone who can plan for all aspects of their life to support their peace of mind and fulfillment. To do so, financial professionals have to embrace a new type of planning, as well as new technologies and financial psychology.

In this guide you’ll learn:

           • How to personalize planning experiences

           • The value of interactive, collaborative technology

           • How to start holistic financial planning

           • The impact of financial psychology

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