Self-help: Finding the 'Future You'

The founder of financial planning certification body Standards International encouraged advisers to "disrupt their thinking" via what she called the Five Rs - rewind, rethink, redesign, recreate, reignite. Examining their own goals will improve advisers' quality of life as well as their business, she said. Speaking at alternative financial planning conference BACK2Y in Birmingham this month, Hoskin presented her method for advisers to follow to reassess what they want out of life, called the Future You. The process asks advisers to write down what they want from ten areas of their ...