Heart Centered Planning is at the center of what our firm is about. We approach every situation through the lens of what’s best for the client…and in most cases…we see that the biggest component is missed! We believe every financial advisor/insurance agent is better equipped to handle the growing demand for their services if they worked with a firm like ours that is focused on their health and well-being first! Heart Centered Planning is a lifestyle that connects with some of the most influential and fulfilled advisors in the country. Read our complimentary guides below and schedule a 20-minute conversation with our CEO to learn how these 8 principles can bring you financial success and give you more freedom in your business.
Read our guides to learn how to take your business to the next level and improve yourself in the process.
Click the links below to download.
Each edition of the Heart Centered Planning series is accompanied by a webinar that takes a deeper dive into the concepts discussed in the guides. These webinars feature The Annuity Consultants founder and CEO Stephani Lucus, along with a guest speaker. Click the webinar links below to watch.