A Passion for People and Proactive Planning

Published: Oct. 24, 2017, 5:04 p.m.

b'We are so excited to have Amy Irvine on the #YAFPNW podcast this week. We discuss how financial planning is about more than investment advice and number-tracking. Financial planners are helping people build lives that are meaningful to them and that feed their soul. \\nAmy opens up about what her ideal client looks like, how she found her way to her current role as a financial planner, and what we can do to promote an environment of learning in the profession.\\n\\n\\u201cWhat in your life doesn\\u2019t have to do with your financial life?\\u201d\\nThings You\\u2019ll Learn in This Episode:\\n\\n* How different roles in the financial planning profession can impact your career.\\n* How to have meaningful conversations with your clients about their lives \\u2013 and how to use that information to help them plan their financial lives.\\n* Why education is so important \\u2013 for you and your financial planning clients.\\n* How to approach your target market.\\n\\nIrvine Wealth Planning Strategies'