While your clients have different financial needs and goals, one thing that is common among them is they all want to be in control of their life and finances.
This is where life planning comes into picture as it gives them clarity on achieving personal and financial goals while ensuring a rich and balanced life.
Here are some key benefits of life planning:
- Retain your clients for life
- Higher business from existing clients
- More referrals
- Helps develop deeper relationship with clients
- Creates happy clients
To help you understand nuances of life planning, noted trainer financial life coach Partha Iyengar, Founder of Accretus Solutions India will discuss ‘Life Planning’ with K S Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF.
Here is what you can expect at the webinar:
- Discover how life planning can add value add to your practice
- Find out how your clients benefit through the life planning process
- Learn how life planning goes beyond financial planning
- Get tips on execution of life planning
The webinar will go live on Nov 26 at 4.30 p.m.