Unblocking Clients That Won’t Implement With A Journey Of Financial Health – Kitces

Financial planner Danielle Howard joins Michael Kitces to reveal her transformative approach to client engagement and planning. She utilizes George Kinder’s 3 Life Planning questions to assess clients’ goals and align them with their values. Danielle also shares how she has shaped her practice to reflect her own values and ambitions and explains why the financial planning industry presents a unique opportunity for both personal and professional growth!