What is Lifestyle Financial Planning and why implement it into your business?

Presented by

Neil Parker, CEO of Joslin Rhodes Lifestyle Financial Planning and PlanHappy and Paul Lucas, Strategic & Technical Sales

About this talk

The first of a two part series where Neil Parker, CEO of Joslin Rhodes Lifestyle Financial Planning and PlanHappy, explains how Lifestyle Financial Planning transformed his business and was instrumental in building his IFA firm from £100k turnover to over £4 million and a team of 50. Discover the amazing secrets of his successful mission of helping his clients to answer one of the biggest questions in life; “Do I have enough money and will I always have enough?” In part one we cover: • What Lifestyle Financial Planning is and how it will benefit you and your clients. • Why you’ll get more clients if you deliver great Lifestyle Financial Planning. • Why clients are happy to pay you more for Lifestyle Financial Planning.

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Helping our clients meet their investment goals, while also building a more sustainable and secure future for us all. BMO Global Asset Management (EMEA) is part of Columbia Threadneedle Investments, a leading global asset management group.