Financial Life Coaching in a large practice - Stephen Jones
- 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!!
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