Financial planning is ultimately about more than money. Behind every financial goal is a life a client wants to live, their aspirations, priorities, relationships, experiences, and the things that give their life meaning.
For the human-centred financial advisor, understanding this bigger picture is essential. Rather than beginning with products, numbers, or financial objectives alone, advisors need to ask the questions that help clients think more deeply about what they truly want their money to enable.
What does a meaningful life look like for your client? What matters most to them, both now and in the future? And what are the questions advisors should be asking to help clients gain greater clarity about the life they want to design?
Join us on 18 November for the ninth webinar in Amity’s 10-part series, The Human-Centred Financial Advisor, titled Helping your clients design their life – The questions that really matter. In this session, Rob Macdonald will explore the questions that can help advisors move beyond traditional financial discovery and engage clients in more meaningful conversations about their lives, priorities, and aspirations.
Don’t miss this opportunity to deepen your client conversations, better understand what truly matters to your clients, and help align their financial decisions with the life they want to live.