Success should not always mean client retention Our inner circle discussed yesterday the example of a recently widowed client who initially lacked the confidence to manage her finances. After 18 months of patient explanation and practical support, she became capable of managing them independently. The planner became progressively less necessary. That is not a failed … Continue reading Agency Story No. 1: The Widow Who Didn’t Need Another Financial Adviser
Tag: family
Telling Your Life Story: A Collaborative Journey with After Cloud
At the Academy of Life Planning, we are thrilled to announce our new partnership with After Cloud through our innovative Partner Parade initiative. This collaboration is designed to empower individuals, families, clients, and even businesses, to capture and preserve their life stories in meaningful, engaging ways. After Cloud offers a suite of digital tools—Timelines, Moments, … Continue reading Telling Your Life Story: A Collaborative Journey with After Cloud
Academy of Life Planning 