Life Goal Cards

Helping the best financial advisers, planners and coaches to have better conversations with their clients.

[Life Goal Cards @LifeGoalCards]

Here's how financial advisers, planners and coaches can use Life Goal Cards to make a real difference to their clients, without breaking the bank.

Make your meetings meaningful and memorable today with Life Goal Cards.

[Dr. Brad Klontz @DrBradKlontz]

The financial advisor of the past was a smooth talker. The financial advisor of the future will be a good listener.

[Michal Bodi @MichalBodi]

Once you find the courage to talk to clients about their money behaviour and emotions, you don’t have to confuse them with a fancy and useless portfolio contruction.

[Life Goal Cards @LifeGoalCards]

We just love this. Truly awesome.

[Suzana Ilić @suzatweet]

Life goal: Work hard, retire early, buy a small house in the south of France, drink wine, study math.

[Life Goal Cards @LifeGoalCards]

@NaomiJoanC @AleksVicko @FinancialReview @LumiantPtyLtd Glad to see anything that helps improve conversations in advice get up! Kudos.

[Brendan Frazier @jbrendanfrazier]

@DrBradKlontz on one of the behavioral finance methods he teaches advisors:

“People aren’t used to being listened to. So, if an advisor has some real basic listening skills, they’ll give their clients an incredible emotional experience.”

Imagine what great listening would do...

[Life Goal Cards @LifeGoalCards]

A great insight into what drives clients, and in turn their advisers.

Keep up the great work @AlanJLSmith. #StoriesNotSpreadsheets

[Michal Bodi @MichalBodi]

The opening statement of @Russell_Invest’s 2020 Value of Adviser report - the biggest value an adviser can provide is behavioural coaching.

Given it’s also the only thing we can fully control, do you think it’s time for fin services to start paying attention?

#moneybehaviour

[Life Goal Cards @LifeGoalCards]

The human face of planning has always been the most valuable part of an advice business’ “brand”. Planners themselves inspire confidence with their knowledge and their ability to put a process around reaching life goals. Via @ceovanessa https://t.co/TwlKJVh38A

[Life Goal Cards @LifeGoalCards]

@Value_Ability Thanks! Anything to help clients articulate their true goals is really cool by our standards. #AdviceNerds

[Life Goal Cards @LifeGoalCards]

Here's how financial advisers, planners and coaches can use Life Goal Cards to make a real difference to their clients, without breaking the bank.

Make your meetings meaningful and memorable today with Life Goal Cards.

[Douglas A. Boneparth @dougboneparth]

Friend: I’m up 28%. Isn’t that good?

Me: Are you closer to your goals?

Friend: What goals?

Me:

Friend:

Me: You’re doing great.

[Vibin Babuurajan 👋 @vibinbaburajan]

Sharing your goal publicly can make you less likely to do the work to achieve it.

Premature praise can fool you into feeling like you’ve already achieved your aim.

This way, you won't have the same level of motivation and excitment to go after your goal.

- @galjudo

[Darren Cooke @RedCircleFP]

This is what planner should be helping clients with and then funding it

[Katie Braden, CFP® @KatieABraden]

#InnovatingAdvice 018: Goals-based Advice with Fraser Jack of Advice Intelligence in Australia

Great convo on the value of Goals under Management vs. AUM; consumer desires and frustrations; and what stops advisers from adding to their tech stack. https://t.co/tr2aqg9jo8

[Sonnie Bailey @sonniebailey]

This picture seems apt right now

[Dr. Brad Klontz @DrBradKlontz]

Use financial psychology to save more money #personalfinance

[Jeff Levine, CPA/PFS, CFP® @CPAPlanner]

I'm frequently asked what undergrads looking to become financial advisors should study. My general answer is to major in psych & take CFP courses "on the side".

"A matter of degree: With so many options, how can advisors find the best future planners?" https://t.co/6irDaDlnJD

[Carl Richards @behaviorgap]

The key to having a high quality experience with a prospective client is learning to ask really good questions.

Humans are hard wired to love people that ask really thoughtful questions, because it gives us a chance to talk about ourselves.

And everyone loves that.

[James Clear @JamesClear]

You don't know your true values until you are forced to make a tradeoff between them.

[Russell Kroeger @rkroeger13]

2019 has been an epic year for our clients & Upstart.
- 7 new homes purchased
- 8 clients took a sabbatical
- 11 clients experienced a liquidity event
- 20 new clients, 9 of whom were referred

Grateful for all the support we’ve received & excited to keep building 🙏🏼

[Douglas A. Boneparth @dougboneparth]

Me: Personal finance can change your life!

Gen Z: OK Boomer