Mastering Life Planning Skills
I had a new message to share, and wanted to further extend the conversation on Life Planning and how to form true connections with brave conversations. I believe that, in order to do Financial Planning properly, Planners need new skills. Planners are required to take on the role of coach and mentor – and this role involves authenticity, vulnerability, empathy, non-judgemental listening skills and the ability to inspire.It starts with self-awareness and the commitment to invest time and energy into self-development and learning the skills and practices that are needed to connect with clients...