Financial Life Coaching in a large practice - Stephen Jones

Jan 31, 2018

• How adopting Financial Life Coaching approach has increased AUM from £50mill to £500 mill in 7 years
• Why £500mill isn’t nearly enough and what the goal for Copper Parry wealth is now
• Why Costa / Starbucks, a giant pink bull and a running track creates perfect environment for clients and staff
• Why 80/20 is the flexibility provided to planners and that the flexing is for clients
• Why the pre meeting or ‘right fight meeting’ is face to face and in their office
• How they review and refine the questions that they ask.
• How we eventually work out what Stephen does!!
  
  @wealthcp