Bring Life to Your
Financial Planning
And Bring Your Financial Planning to Life
Virtual Summit
In June 2020, we had 5,000 advisors from around the world learn how to deliver more value for clients and improve their business with Life Centered Financial Planning.
Make the shift to a more meaningful 'life-centered' financial planning service, where the client’s life (not their money) is at the very center of every discussion and money is there to serve their life, not the other way around.
Our experts shared years of knowledge, strategies and tactics. If you’re focused on developing your service and your business we've got you covered.
LIFE FIRST
MONEY SECOND
This is how we will build a trusted financial planning profession.
Content specifically designed for financial advisors who want to safeguard their future by delivering value that will NEVER be undervalued!
Featured talks
Not sure what to watch? Here are some talks you won't want to miss.
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