Group Sessions
Group sessions can be particularly effective where you are a larger multi-adviser practice, or you are an individual who benefits most from a group environment where ideas can be shared.
Working alone you can feel isolated and so you may benefit from the dynamic of group sessions. Group sessions can be branded in advance, so if you are a multi-adviser practice, you may wish to be involved in putting the agenda together for sessions.
How do we help?
A wide range of topics are covered
- To show you how to encourage your client to discuss what would make them happy and what they really want their money to do for them.
- Consider tools such as Goal Mapping and Life Mapping to discover a Vision of your Client’s Dream Life
- To co-create your Client’s Life Plan with them
- To to create and implement a viable, life-relevant Financial Plan to support your Client’s Life Plan.
We recognise that there are many proven business models for delivering financial advice.
Everything from a one dimensional product sales offering to the comprehensive life-centred financial planning and everything in between.
The Life Centred advice model is based on establishing what your client (really) wants from life and then co-creating a Life Plan before recommending any financial products.
Our experience in working with Clients, worldwide affinity groups dedicated to Life-Centred Planning plus extensive research means that we can help you establish a client service offering that is to the mutual benefit of all parties.