Turning Financial Planning on Its Head
Turning Financial Planning on Its Head – Paul Armson’s latest book expresses the opinion that many financial advisers are promoting products, rather than providing solutions for their clients. A solution based approach via delivered comprehensive financial planning may be more helpful in the long run.
Paul’s viewpoint serves as a timely reminder to both advisers and clients to re-consider their advisory process and to structure and deliver a service designed improve client outcomes.
In the minds of many clients – financial advisers are from Pluto and they are from Mars, they don’t speak the same language and struggle to understand each other. Even during a client/adviser meeting , despite the client nodding their head at what the adviser is telling them – they may just be being polite!
Every client has different aspirations and dreams for their future, but they all have one thing in common, that is, they want to enjoy at LEAST the same, or an improved lifestyle in the future.
Paul’s conversion of financial advisers into lifestyle coaches allows them to utilise his presentation methods, and this, in turn, provides a more profound understanding of how he should plan for the future.
The adviser/ lifestyle coach can communicate more effectively about the things that matter, speaking the same language as the clients.
Enough, I have said Enough, should you buy and read the book?
It provides a different viewpoint on how to plan your future.
It may provide you with the impetus for change and allow you to live life as you really want to.
As “Enough” is written by Paul Armson you would expect it to be a best seller and you would also expect it to be a cracking read.
At £12.99 plus postage and packing, you can order it at Amazon.
For slightly less, you can order it from us, without paying the postage and packing, with the added guarantee, that if you are not absolutely “over the moon” about the book – we will provide a full refund.
To order simply message Enough on our contact page.
Enough? How much Money do YOU need for the rest of your life?
Discover the future or the life, you didn’t know was possible, by clicking ENOUGH?