In this podcast, originally aired on Chicago’s Premiere talk-radio station, WGN, Brian Henderson describes how he uses a strategy called The Book to organize the financial life of successful families. These people often are time-starved, have way too many tasks on their plate and contend with the complexity that seems to follow success. Many times, the more successful a family becomes, the more complex their lives become. At some point, they reach a catalyst event that causes them to seek a solution to simplify their lives.

Brian describes how he comes to deeply understand his clients by way of a thorough discovery process. This includes conversations that probe into family history and values and the creation of a family mission. It also includes a lot of research to document a family’s financial situation. All of these input sources shape The Book that Brian creates for his clients, which often leads to greater peace of mind.

Click Here To Download The Podcast (mp3)

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"Financial planning is the cornerstone of wealth creation. This is why I am so committed to helping my clients build the right financial plan, tailored to their unique family."

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