HEART CENTERED PLANNING
GUIDE 1
The Importance of Being Grounded

The Importance of Being Grounded

It is time we change the public’s perspective of the insurance agent/used car sales man and the registered rep/snake in a suit. We must lead our clients to financial freedom by inspiring them. When we do the right things for their best interest good things will happen not only for them but for us. Times are changing and it’s our duty to lead the way. It’s not about the best marketing plan and concept. It’s about being the best you can be. So that your outer world reflects your inner world.

We are excited to bring you a new series based on Heart Centered Planning. This is the first of a thirteen piece series that will be released monthly. These guides are to help you come from your heart when working with your clients and all other areas of your life.

By following the suggested tools and ways of being in this series you will not only inspire your clients but you will inspire others around you to live a more heart centered life. This world is a beautiful place let’s help make it even more beautiful. All we need is LOVE.

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HEART CENTERED PLANNING
GUIDE 2
Create an Abundance Mindset
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