In this Humans Under Management talk, Engage Financial Services managing director Sam Sloma looks at the value of happiness both for you as a business owner and for your clients.
He advocates starting with your own happiness and being in control of your time. For example, how much of what you are doing on a day-to-day basis is what you actually want to be doing?
Sam outlines how important it is to him to be "authentically thoughtful", and gives examples of how his business acts in small ways and creates seemingly small touch points which end up making a big difference to clients.
He talks about a focus on "wellbeing creation alongside wealth creation", and encourages planners to consider the ways in which they can measure the impact they are having on clients.