How can advisors support consumers with the advice and help they need to get the job of “living their best life” done and transform their business model into something extraordinary? 

Read the whitepaper, Changing the Advisor Value Promise and Moving Beyond Financial Planning Supported AUM Business Models. It includes the rationale and the specific action steps. Financial Advisors need to complete the paradigm shift to a new level of value. 

 

Watch the summary video of the key concepts of the whitepaper. 

 

 

Watch one or all seven of the video series that explore the key concepts of the Advice4Life Approach. 

 

Contact Bill Trigleth with questions, feedback, or to learn more.

Email Bill

Call us at (706) 353 - 3346