Essential difference

“I’m a life planner, not a financial planner.”

“So what do you do?” The tone is sceptical.

The speaker recounts the story of a client, who had a huge surplus amount at 65 years of age. He needed a direction to do what his heart desired, not just investment avenues.

“I got it”, the young CFP shrugged his shoulders. “I help people plan vacations, and you help those whose life is a long vacation.”

15 thoughts on “Essential difference

    1. I realised one thing during coach training – ppl do it bcoz they get an opportunity to talk about themselves during peer coaching sessions. There are some helplines springing up which say “Just call. We’ll listen.”

      The ‘listening’ by a coach helps more than the ‘questioning’.

      Liked by 1 person

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