As a financial planner, I have always maintained that for most clients – and especially for my favorite clients – it is not about the money.
It’s about helping them understand what they have accomplished and feel good about it. Then it’s about helping them figure out how they want to use what they have accomplished to make lives better – theirs, the people they care about or their community. I find that I always have to dig deeper to find out what is really, really important to my clients.
That is the key to really helping people.