Why wellbeing is integral to financial planning

In this episode of PATV, Villis spoke about First Wealth's Measure Wealth by Wellbeing framework and why wellbeing should be at the heart of financial planning. He also shares how advisers can have more meaningful conversations with their clients and whether the industry is too focused on investment performance when measuring the value of advice. The team will be back soon with the next edition of Advice Lens on PATV. In the meantime, you can catch up on the previous episode of Professional Adviser TV's Advice Lens, where Morningstar Wealth head of distribution Ben Lester discussed...