Making an Honest Living Through Lifestyle Financial Planning with Dirk Groeneveld

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In this episode, we interview Dirk Groeneveld, a Financial Planner with nearly 34 years of experience, and a Lifestyle Financial Planner for the last 23 years. Dirk shares his passion for making a real difference in clients' lives and helping other planners to do the same.
We begin by discussing Dirk's journey in the financial planning industry and how he transitioned to Lifestyle Financial Planning. Dirk explains the core principles that differentiate Lifestyle Financial Planning from traditional financial planning and how he ensures that clients' interests are always put first.
Dirk also shares the challenges and rewards of promoting a client-first approach in financial planning. We delve into the changes Dirk believes are necessary for the profession and how other financial planners can adopt a client-first mindset.
Finally, we discuss the future of financial planning, and we offer advice to new financial planners entering the profession today.
Join us to gain valuable insights from Dirk Groeneveld on how to put clients first in everything and make an honest living through Real Lifestyle Financial Planning.
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Dirk on LinkedIn: / dirk-groeneveld-cfp%c2%ae-276a9a18
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Fejezetek

1. Making an Honest Living Through Lifestyle Financial Planning with Dirk Groeneveld (00:00:00)

2. Lifestyle Financial Planning (00:00:06)

3. The Value of Lifestyle Financial Planning (00:09:40)

4. Real Financial Planning and Driving Change (00:17:12)

5. Fee Structures and Client Outcomes (00:29:36)

6. Propulsion Podcast (00:38:00)