Don’t we all want our clients to look back on a fulfilling retirement, and the process that got them there, and feel the same way? Yes! But you won’t get there by just focusing on helping clients save enough money for retirement. As Casady says, he’s living “Life 2.0,” and as an advisor, putting your clients “life” at the center of the conversation, not their money, will ensure that you become their advisor for life.
Steve Sanduski, CFP, is founder and president of Belay Advisor, which offers financial advisor coaching, speaking, consulting and marketing services.