23MDRTGC-22A: Confronting a Crisis of Trust with Financial Life Coaching

According to the Edelman Trust Barometer, an annual global trust survey, financial services remain the least trusted profession. Coupled with aggressive marketing by alternative distribution channels like FinTech, Lim says, the public is slowly being won over by simplicity, speed, transparency and price point. He offers that the solution is for advisors to integrate life coaching principles and methodologies into the financial planning process. (90 minutes)

Speaker: Bernard Lim