Finding Life's Meaning thru Financial Planning?

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Finding Life's Meaning thru Financial Planning?

Postby David.Paul » Mon Jan 13, 2014 9:39 am

I belong to a forum for professional financial planners (even though I am not one :D ), and I recently came across a post advertising an upcoming webinar for "Helping Clients Find Their Life Meaning". Here is an excerpt:

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. :rofl:

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?
Best of Luck on Your Journey!

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Re: Finding Life's Meaning thru Financial Planning?

Postby bpgui » Tue Jan 14, 2014 4:35 am

The things marketers come up with never cease to amaze me.

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Re: Finding Life's Meaning thru Financial Planning?

Postby drewc » Sun Jan 26, 2014 1:13 pm

It sounds like away to play off of the emotions of their clients. But it can also help them align their clients financial plans better.

For example: A client says meaning in their life would be to leave a mark on the world. Maybe having a scholarship in their name for students at their past school.

The planner would recommend a life insurance policy that would be used to create an ever lasting scholarship opportunity to students.

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