Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

Helping people succeed financially isn’t about dollars and cents or numbers on a spreadsheet. It’s really about uncovering and understanding where clients are in life and how they’re feeling about it. Today’s guest runs a practice that helps his clients uncover their goals and find smarter ways to achieve them. Mark Shimkovitz has been providing financial planning advice and managing investment portfolios for 25 years. He works together with his wife Robin, a life coach, to take a life-first approach to financial planning. This approach allows him to build personalized financial plans and investment strategies. Listen to the episode to hear what life-first financial planning is, what it was like for Mark to start an independent practice after over twenty years working for banks and why he’s excited about giving back. What You’ll Learn in This Episode:  How Mark compares working for a bank to running an independent practice (5:10) How Mark brings his philosophy into th