Managing Client’s Financial Fitness

Posted by admin on November 13, 2014  /   Posted in Advisor Stream, Financial Fitness

Managing clients’ financial fitness
Mark Hudon calls himself a “financial fitness coach.” The three-time Ironman triathlete serves about 100 families in his financial planning practice under the GP Wealth Management Corp.banner in Toronto. A financial advisor since 1994, Hudon has found that successful financial planning has much in common with endurance sports. Both, for example, require discipline and a focus on goals. Hudon urges his clients to apply the personal performance principles he uses in his endurance races to their financial plans.
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