Level of Complexity: Overview
Young CFP’s possess technical knowledge, yet many don’t have the experience to develop a way-of-being that lends itself to facilitating the full range of client possibilities. This only occurs when one is willing to observe and be curious enough to change the self, in order to fully see the client as they are.
By engaging in a structured reflection-based mentoring program, young planners can begin to develop a maturity and way-of-being research has shown as needed to develop deeper and more meaningful conversations and planning engagements. This session will focus on sharing the tools and process for such a structure.