Do any other advisors do anything similar to Values-Based Financial Planning™? If not, why haven’t others copied it?

Article ID: 135
Last updated: 20 Nov, 2019
Not similar enough to be very effective. A few have tried. Why do you suppose you haven’t heard about them? Because nobody copies it very well. I invented it out of necessity in the 1980s when I was an advisor and over 21 years of teaching it we have refined and pretty much perfected it. More importantly, we are very good at teaching Values-Based Financial Planning™ and supporting you with the necessary coaching to successfully implement and get big results. The most successful advisors don’t waste time trying to copy or reinvent anything. They find something that works and follow the process.

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