Welcome to the first episode of the Heart of Advice Podcast. We are covering the topics that directly affect you, the financial planning professional, including how to meet clients’ expectations for personalization. Our guest this episode is CEO of Abaris Financial Group: Abbey Henderson, CFP®️, RLP®️, CPCC®️, CAP®️, AEP®️. We talk in-depth about how she approaches holistic financial planning, incorporating the client's values, goals, and aspirations. She also discusses why she pursued becoming a Master Registered Life Planner (RLP®) and a Certified Professional Co-Active Coach (CPCC®). By creating a safe space for clients to share their vulnerabilities, Abbey develops a deeper understanding of people’s needs and creates a truly personalized financial plan. Learn more about personalizing planning here:https://emoneyadvisor.com/personalized-planning-tips