Financial wellbeing: Four tips to help uncover deeper objectives

Moving from financial advice to financial planning, and then to incorporating financial wellbeing can seem like a daunting task. It does not need to be that way. There are many small steps that one can take; slight changes to how you advise clients can reap significant rewards. Specifically, increasing client engagement and outcomes. One of these changes is getting into the good habit of using a client's own words. The objective here is to help a client reveal (and, often, discover) their real objectives by engaging a financial planner. Objectives It is true to say that what most...