Hard to believe it’s been 50 amazing episodes already! Thank you for being part of this journey, for allowing me into your lives each week and for all you’re doing to propel this profession forward.

In this episode, I’m joined once again by Brian Foster, founder of The Financial Caddie - a global community of forward thinking financial planners - based in beautiful Cape Town, South Africa.

Brian was first on the show on episode 32 where we talked through what Brian describes as the four stages - starting with product sales, to assets under management, progressing to financial planning and then to the all important stage four which we realized was worthy of its own episode.

So here it is, diving into what it means to operate at stage four, which Brian describes as the only client-centric model of the four stages.

Links, time stamps and the drama triangle graphic we discuss throughout the episode at https://innovatingadvice.com/post/episode50.

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Beyond Financial Planning: Evolving to the Most Client-Centric Model with Brian Foster [Ep50] 42:37 Share

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Beyond Financial Planning: Evolving to the Most Client-Centric Model with Brian Foster [Ep50]