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Advisors that want a deeper understanding of what matters most to their clients will want to view this session. John show how to dig deeper without being awkward about it.
What you will learn: WHAT without WHY in financial advice is just indistinct arithmetic. WHY without WHAT in financial advice is just indiscriminate dreaming.
Being a total right-brainer that can’t balance a checkbook even with a calculator, John had to quickly learn how best to express his gifts and passion in the role of a financial advisor or be satisfied with eating one meal a day! He discovered that his zeal for truly unearthing the story of clients - their interests, values, passion, dreams, life story, successes, fears and failures - when combined with a holistic financial plan is sustainable, and ultimately joy-giving for advisor and client. He will describe his successful professional journey and several tools that enable holistic, life-based financial advice.