Bring Life to Your
And Bring Your Financial Planning to Life
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.
This is how we will build a trusted financial planning profession.
Life20 Kick Off & Welcome!
Advisor Success - Braver Conversations
How to successfully communicate Life Centered Financial Planning - and keep the focus on what matters most!
The New Profession - The Keys to your Future
Advisor Success - How to escape 'Advisor Ground Hog Day' and bring meaning and purpose to your client value proposition.
The What, The How and the Why of Financial Wellbeing
Listen. Like Your Life Depends On It
The 6 Core Values of Life Centered Planning