Client Values and Goals #6

In this final installment we talk about the review process and how to transition clients to a goals-based world.

To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar

Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/

Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/

Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/

Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/

Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.com.au/

Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/