A client is so much more than their AUM. Their health and overall happiness are on their mind more than their finances.

Traditionally, though, financial planning forces advisors to focus on managing portfolio risk and keeping their eyes on the hard numbers. Which is important, make no mistake — but it doesn’t tell the whole story.

Keena Pettijohn, CEO and founder of Lifelogixs Strategic Consultancy Group, challenges advisors to think above and beyond AUM and portfolios. Who will execute decisions when the client is incapacitated? Do they have a health proxy and power of attorney?

She shares her thoughts on how advisors can approach clients with these concerns and why longevity planning > financial planning.

Episode 44 of “On the Circuit” was recorded live from the Fearless Investing Summit in October 2023 in Miami.

“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference. In these insight-packed episodes, guests share advice and dreams for the future of the industry.

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