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While financial planning is widely accepted and valued within our industry, how much real planning gets done? Real planning requires a client who desires planning and is willing to invest the time and effort required. Without their buy-in, is it a waste of time? What are the implications of being committed to planning but facing real-life limits of accomplishing this? This session looks at what planning is actually getting done, the implications of how we offer it, and ways to improve our practice.
Paul Anthes is the founder and president of the Financial Advisory Corporation, having started the firm in 1988. His primary roles include working with clients, leadership, and strategic planning for the firm. He is also the founder and lead coach of R3 Coaching, specializing in teaching people to focus their time to enhance life balance. Paul graduated from Michigan State University and is a Certified Financial Planner™. He is a Charter Member of Kingdom Advisors and a member of the Advisory Council for the Ron Blue Institute at Indiana Wesleyan University. Paul and his wife have been married over 30 years and have two children.