Imagine a world where financial planning is THE most trusted profession.
Where globally, consumers understand the REAL benefits of financial planning.
Imagine a world where the term 'financial advisor' and 'financial planner' have been elevated to a place of unprecedented honor and distinction.
Where, as trusted advisors, we PROVE we are interested in clients' lives, more than we are in their money.
And you are invited.
We are bringing together advisors from around the globe who want to make a real difference in the lives of their clients and in their own lives too.
The ones who wish to restore trust - by putting clients lives at the center of their service, not their money.
We all know that financial advice is rapidly becoming commoditized. The cost of financial advice is becoming more and more transparent. Clients are getting more savvy, more demanding.
Technology means the value of investment advice is being driven down to zero. Advisor fees for ‘managing money’ are coming under increasing pressure and could disappear altogether.
It’s just a matter of time.
Consumers deserve more … we need to deliver more.
We believe it’s time to evolve - into something beautiful...
… from an untrusted money centered industry to a trusted,
highly respected ‘life centered’ profession.
By focusing on clients lives more than their money; by helping clients use their money to get a better Return on Life, not just a return on investment.
It’s time to help clients get the best life possible with the money they have.
It's time for Life Centered Planners.
There is a revolution going on… and we’d like you to be part of it.