8 principles of Heart-Centered Planning

8 principles of Heart-Centered Planning

James Silbernagel, CFP?, CEPS, LACP, LUTCF James Silbernagel, CFP?, CEPS, LACP, LUTCF

James Silbernagel, CFP?, CEPS, LACP, LUTCF

Educating, inspiring & motivating insurance & financial professionals to be the best they can be for their communities.

发布日期: 2021年11月8日
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If you connect with your life and implement values to follow, you’ll attract the right customers. Stephani Lucas, CEO and Founder of Annuity Consultants, developed an 8-principal process that you can follow to connect with your ideal clients, and your clients can follow to gain control of their life.

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David Marshall, CLTC

Partner at Crystal Clear Financial Group, LLC

3 年

Great interview with Stephani Lucas! Working on those 8 principles are life changing...the time to start is today!??????????

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Stephani Lucas

Spiritual Advisor

3 年

James Silbernagel, CFP?, CEPS, LACP, LUTCF thanks for having me! I ?? the way these 8 principles can apply to all aspects of life or business. If practiced regularly life could keep getting better. Who wouldn’t want to attempt that?

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Brooke Markevicius

Speaker | Author | Executive | Technical | Mom | Former Founder of Allobee, Acquired 2022

3 年

James, thanks for sharing!

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