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Dan Haylett on Defining, Building Out, and Delivering Human-Focused Financial Planning
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Guest: Dan Haylett, Director, Head of Growth & Financial Planner at TFP Financial Planning in Essex, England.
In a Nutshell: My business partner, Mitch Anthony, calls it "Life-Centered Financial Planning." Dan Haylett's firm uses the term "human-focused financial planning." However you describe the process, the fundamentals are the same: a growing movement of financial advisors putting people first and prioritizing the relationships they build with their clients over time. On today's show, Dan and I discuss what that level of personalized service looks like, how it's priced, and how he's built a team to support every client on their journey to retirement.
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