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how to use values-based financial planning
including an exercise to help clients uncover what matters most to them.
by rory henry
the holistic guide to wealth management
values-based financial planning is an approach to financial planning that takes into consideration an individual’s unique values, beliefs and goals – in addition to their financial situation – to create a customized and sustainable plan. unlike traditional or goals-based financial planning, which may not fully consider the role of personal values when making financial decisions, values-based financial planning aims to align a person’s financial plans with their life purpose and goals.
more: life planning: going beyond the financials | how to conduct a proper discovery meeting | how behavioral finance works | build stronger financial futures with health care planning | use goodwill to maximize exit readiness | a question of trust: not just for the wealthy | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision
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brendan frazier believes that understanding our clients’ values is crucial for establishing a strong foundation in the discovery meeting. he explains that values shape our goals, and our goals shape our behaviors. by uncovering what truly matters to our clients, we can align their financial plans with their core values, creating a sense of purpose and motivation.
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why advisory is broken. and what comes next
it starts with a conversation.
by eric eager
10x advisory
for years, advisory services have been positioned as the future of the cpa profession. conferences are filled with “moving up the value chain” sessions, and firm leaders are under growing pressure to make the shift. but here’s the hard truth: most firms are still trying to deliver tomorrow’s services using yesterday’s methods.
more client accounting services here | more tech and fintech here | more: steven ladd: start advisory with empathy | woodard: move past reports; deliver results | advisory-cas ascending: what research reveals about the future
long discovery meetings. manual analysis. generic powerpoint decks. pricing models built on billable hours instead of business outcomes. these are the hallmarks of the old world of advisory—time-intensive, inconsistent, and hard to scale.
and they simply don’t hold up anymore. today’s business owners are moving faster, expecting more, and looking to their advisors for real-time, relevant, and actionable guidance. but most firms are still operating with a rearview mirror—offering valuable insights that often arrive too late to act.
ladd: start advisory with empathy | it’s not just the numbers
by starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间
when accountants and advisors talk about “advisory services,” the conversation often drifts toward models, frameworks, and numbers. advisory is explained through dashboards, kpis, forecasts, and ratios. however, sometimes in our focus on data, we forget the human side —the fact that behind every balance sheet is a business owner who is stressed, overwhelmed, and often lonely.
more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”
that’s where voices like steven ladd’s come in. in a recent it’s not just the numbers podcast “after hours” session, ladd shares his journey from engineer to entrepreneur to trusted advisor for small business owners. his insights reveal why advisory services are more than just financial analysis. they’re about empathy, connection, and equipping business owners with clarity.
advisory-cas ascending: what research reveals about the future
clients have said what they want. are you ready to provide it?
by hitendra patil
client accounting services: the definitive success guide
understanding what advisory really is is only half the challenge. the real question is: “where is it all heading?”
what are the hard truths behind the excitement, and why do so many firms still feel like they are in the early stages when it comes to client advisory services? let’s take a closer look at what the data tells us about the exciting future of advisory services.
more by hitendra patil: the dna of advisory-cas | advisory is not consulting | what exactly is client advisory services? | review your cas offerings | cas prospects want proof? you’ve got that | what ai ceo’s warning means (and doesn’t) for accountants | ditch the sales pitch | how to get cas clients to blow your horn | four questions for choosing cas clients | what is your firm’s marketable value? | seven tips for cas marketing | twelve things that kill your cas profits
the numbers don’t lie: cas is no longer just a trend. it is a fundamental shift.
let’s explore insights from one of the biggest cas research surveys ever done. this rich and meaningful data draws us in and inspires us to think more creatively about how advisory services can evolve in the years to come.
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