The twelve client-centred mind shifts that will transform your financial planning practice – part 1
You have worked hard to become a qualified financial professional.
You are making a difference in the lives of your clients, and your business is steady.
This is a big, well-deserved success and there is much to celebrate.
Yet at this stage you might also pause, reflect, and ask yourself, “What’s next?”
Maybe you are happy and satisfied with where you are and see no reason to change. And that’s great. Read no further!