What do clients want from their lives? Often, they want to know everything will be OK and that they'll always have enough. Their goals have very little to do with financial returns. If you can coach, challenge and guide your clients to a vision of what they really want from life, you will be in a better position to help them realise their financial objectives.
Read our latest article on BMO Adviser Edge to understand the concept of lifestyle financial planning and learn why an adviser can help their clients more effectively through life coaching, while earning structured CPD.