An Advisor To Advisors

Phil Dyer hosted an expert forum on "Adding Life Planning to Your Practice."  This is a very popular topic in the financial industry press and at many financial conferences these days. As both a CERTIFIED FINANCIAL PLANNER™ professional and Registered Life Planner®, Dyer was well equipped to handle his peer’s questions such as “what the heck is Life Planning (and why should I care)?” As Phil explained, “Life Planning is the process of helping clients discover deeper meaning around money and guiding them to develop their ideal life.  This is accomplished by helping clients uncover what matters most to them, crafting a Life Plan and then using traditional financial planning tools to support that plan.  While it sounds a bit touchy-feely, the Life Planning approach can build an amazingly deep bond between advisor and client and provide a client for life.”
Access the AdvisorMax forums here.

Speaker at Industry Conferences including FPA and Society for Financial Services Professionals events. A popular topic: Clients for Life: Adding Financial Life Planning to Your Practice.

Published article in respected magazine for fee-only financial advisors

Quoted frequently in Investment News, The Leading News Source for Financial Advisers

Published article in leading online journal for financial advisors

Featured in Financial Advisor magazine

Quoted in Financial Planning magazine

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