In a recent coaching session, a client shared that she felt she should be lying on a couch, like in a therapist’s office, as she shared her hopes and fears, frustrations and challenges. It might surprise you to know that I hear this quite often. I am not a therapist and have not studied therapy, so therefore I could not be practicing therapy as I am not quite sure I would know how — given …
Last week I attended the FPA Houston Symposium and was delighted to listen to Michael Kitces, CFP® (he has many more initials I’ve omitted for brevity) speak on the future of the financial advice industry. Yes, technology will impact how we as an advisor serve our clients, removing barriers such as geography. What then becomes even more important is how we differentiate our service and the experience we deliver. Early this week, I listened to a futurist …