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Client-Centered Planning Resources

You’ve read this month’s cover story; now check out these books and websites to help you get started.

By Maggie Leyes

Client-centered planning, life planning, values-based planning—whichever name it goes by—is getting increasing attention in financial planning circles. Be sure to read “Completing the Picture With Client-Centered Planning” for five steps you can use to grow your practice beyond a simple numbers game.

While Advisor Today does not endorse any specific book or training method to learn more about client-centered planning, here are some resources that were quoted in the “Completing the Picture” article that you can use as a starting point:

Barbara Culver has coauthored Getting to the Heart of the Matter, among others. Her website,, offers a wide range of resources, including information on her seminars, client-centered planning system and coaching system.

Mitch Anthony has authored Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner and Storyselling for Financial Advisors, among others. The website for his company, Financial Life Planning Institute,, has a web-based financial life-planning application to help you manage your client-centered planning with “client discover resources,” which you can try for free.

Bill Bachrach has authored Values-Based Selling and It’s All About Them, among others. His website,, has information on the many client-centered resources and tools he offers, including his Values-Based Selling Academy. If you decide to buy Values-Based Selling resources/tools, you are eligible to get personal help from an “implementation specialist.”

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