Breakout Session

How to Grant Your Clients an Awesome Life

CE Credits: 1
Level of Complexity: Advanced

• 

  Roelof Meijer, CFP®

  Owner
  MPF Adviesgroep
• 

  Judith Scherrenberg, MPLA

  Managing partner
  Edmond Halley B.V.

Learn and discover the universal principles of financial planning. No matter where you live in the world, you will benefit from this session. Process is everything. The theory of asking, wondering, evolving gives you a better perspective, taking your practice to the next level. The AWEsome Theory of Financial Planning guides you to understand yourself and your clients better, enabling you to upgrade your service. Have your added value be recognized by your clients by applying the AWEsome Theory of Financial Planning.

Learning Objectives:

• Prioritize the need to do’s and nice to do’s of their clients by investigating the drives of their clients.
• Evaluate the influence of the financial behavior of their clients in interaction with their own financial behavior.
• Create financial solutions fitting to the real client’s needs.