How do you describe the value of financial planning? What you do? How you do it? If we want the public and our clients to value the possibilities offered through financial planning, we need to communicate vividly and effectively.
Together we'll explore what works, applying theories of adult learning and communication. We will have the opportunity to share our best metaphors, language and stories. Finally we will explore, what IS financial planning and how does it impact people's lives? How we talk about it will help shape the future of our profession, our practice's success and our client's success.