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In this week's #YourFinancialPlanningMaestro #podcast we talk to Dan Haylett, Director at TFP Financial Planning, about his financial planning career and why he's written a new book.
Listen now to find out:
1. Why retirement is a human change not a maths problem
2. Why the emotional impact of life transitions is undervalued
3. Why underspending in retirement is a symptom of fear and choice overload
4. Why financial planners must evolve from being mechanics to guides
5. What the five pillars of meaningful retirement are
This episode is packed full of advice and tips to help you improve your client experience service when talking to your clients about their retirement plans.
#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses
