In this session Ronald will explain why "meaning" is the new money for financial planners. According to Ronald, one of the biggest values that a planner can provide a client is assistance in uncovering meaning in their lives. Ronald will tell you where this is coming from, what 'meaning' means, and how you can implement it in your financial planning business to be more successful in our ever-changing profession.
I'm trying to imagine sitting in a meeting with a financial planner and he starts trying to help me find my life meaning.
Perhaps I should have my Pastor review my portfolio.
I'm all for finding meaning in life, but am I the only one who finds it a bit odd that financial planners are using it as a marketing angle?