Keynote address given by Barry Horner at the 2005 Institute of Financial Planning Conference

The following paragraph is a short extract from the keynote address given by Barry Horner at the 2005 Institute of Financial Planning Conference.

For a full copy of the key note address, please click here

“I do believe that Life planning is the Financial Planners way forward. A general goal setting process simply does not cut it any longer. Our clients expect and deserve more. We need to create a process, which enables the financial planner to discover their client’s inner, most thoughts, dreams, aspirations and goals.

" The plan does not do its job if we don’t get to this point. The questions that we ask our clients are critical in the process of unearthing their true aspirations and life purpose. If we can assist our clients in articulating his or her passions and can then financially model the financial implications of what it is that they want to achieve, as long as we can be there for them along that journey we have a client for life”