Reimagining Financial Legacies Through
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. A new 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.
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.
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.
1.6M+
courageous conversations of what is whole, complete and performing in one’s Financial Life™.
10+
personal assessments and proprietary playbooks that can reclaim and restore your Financial Life™ and focus.
320+
courageous conversations of what is whole, complete and performing in one’s Financial Life™.
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.
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Yorkville Toronto ON M5R 1G4
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