Back in the day, I did a lot of work in the “lifestyle financial planning” space.
- Advisers and clients have a great conversation all about what really matters to them. Energy and motivation are high.
- The end of the meeting approaches. There’s a list of things the clients want but…. not all of them the adviser can deliver (hmmm. Which investment options provide the best returns on personal career fulfillment?)
- Meeting ends with the adviser committing to send a proposal through to the client. It arrives a few days later and… well…mixed results, usually.