Getting to know your customers is of utmost importance in financial planning. It goes beyond offering policies with reasonable premiums. It is essential to be cutting edge with your competitors and, at the same time, addressing the real needs and desires of your clients.
In today’s episode, we talk about life planning and how it is different from the traditional way of offering financial plans. We are joined by Devan King, who gives his valuable insights on life planning and its advantages.
If you want to know more about financial planning and position your offer such that clients will significantly benefit from it, tune in to this podcast!
Devan King is a senior financial planner for Sentinel Wealth. He has been a financial adviser for over ten years. Also a cash flow strategist and financial coach, he helps people define their life vision, understand their beliefs and motivations and facilitate a better relationship with money.
To know more about life planning, check out Sentinel Wealth’s website. You may also connect with Devan on LinkedIn.
Listen to more conversations with pioneers of the new world of financial advice at Goals-Based Advice Podcast. You can also listen to the show on Apple Podcasts and Spotify. Follow our Facebook page for updates.
If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at email@example.com
Thanks for tuning in!