The New Financial Leadership Standard

The Financial Life Professional™ since 2018 has grown to be the new standard for financial professionals serious about being an instrument for impact for people’s financial lives and
futures. Anew way of Financial Life™ Thinking fusing happiness economics, behavioural finance and investor resilience together experienced as Financial Life™ Coaching and Consultancy helping clients live their best Financial Life™ possible.

People’s financial lives and futures is both an existential and financial conundrum that must be resolved right now. The Financial Life Professional™ emboldens me with confidence, clarity and conviction to truly provide financial leadership to clients.

– Louis loannou, FLP™

FUTURIZING WITH AN FLP™

The futurization of Financial Leadership begins with equipping yourself with new insights, intelligence, techniques and tools elevating your conversation with clients and improving your relationship to them and their financial future.

GUIDE TO GROWING YOUR BUSINESS

The FLP™ Lab for Financial Life™ Leadership Innovation aggregates and curates critical
thinking, reimagining and approach to creating for  professionals a fresh approach to growing, preserving and performing as a business leader.

THE NEW CONVERSATION ABOUT MONEY, WEALTH AND WORTH: GETTING YOUR FLP™

With a baby boomer turning 75 every seven seconds the great convergence of trillions in inheritable wealth will intersect with the great exit of financial leaders. The new opportunity for established financial professionals is now, to reimagine their own life and leadership in Financial Life™ planning.

THE FINANCIAL LIFE PROFESSIONAL™ CERTIFICATE

WHY FLP™ CERTIFICATION

Traditional financial planning and investment advisory  approaches is not enough when addressing the newly emerging nuances of client’s Financial Life™ and realities. The FLP™ fuses the greatest strengths of Happiness Economics, Behavioural Finance and Investor Resilience together to transform the next generation of financial leadership.

LISTEN. LEARN. LEAD

Anyone can provide financial leadership. Whereas Financial Life Professionals™ encourage,
engage and educate clients to gain complete appreciation for where they are and where they
are not – financially.

THE NEW FINANCIAL LEADERSHIP BUSINESS MODEL

Learn how to rethink, refire and reimagine your business model to improve your clients financial lives and your financial future.

GROW YOUR BUSINESS

Harness the power of your reputation to drive more repeat business and increase recurring revenues by engaging more deeply with your clients.

THE FLP™ OFFERING FILLS THE GAPS

ADVANCING THE PROFESSION TO BENEFIT THE PUBLIC

According to research and surveys conducted by the Canadian regulators it states Canadians increasingly are declining in values regarding their Financial Life™ preparedness, organization, focus and literacy. The FLP™ is focused on bridging these gaps.

PLAN

1.6M+

courageous conversations of what is whole, complete and performing in one’s Financial Life™.

PREPARE

10+

personal assessments and proprietary playbooks that can reclaim and restore your Financial Life™ and focus.

PROSPER

320+

plans created by recreating symphony between personal Financial Life™ insight
and financial advice.

JOIN THE MOVEMENT

This is the new conversation about money, wealth and worth. For people serious about their financial lives and futures – this is a movement that represents a new vision and set of values around one’s financial orientation. Together we can have people live, lead and leave a legacy by design and not default.