Nila Mistry – Prosperity Life Planning
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Nila Mistry – Prosperity Life Planning
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In this episode of The Financial Planning Podcast, Lewis sits down with Nila Mistry, founder of Prosperity Life Planning, for a brilliant conversation about building a financial planning business around the life you actually want to live.
With more than 30 years in financial services, Nila shares how her career has evolved from commission-only roles and standing outside tube stations speaking to potential clients, through to discovering life planning and building a boutique business centred around deeper conversations, connection and giving clients the confidence to make big life decisions.
They explore why great financial planning starts with listening, the importance of giving clients space to think, and how technology, outsourcing and the right support can actually help planners become more human, not less.
Nila also opens up about her own journey as a business owner, creating better processes, taking a full month away from the business for the first time, and redefining what success looks like at this stage of her life.
From life planning and client conversations to freedom, health, retirement and building a business aligned with your values, this is a really energising episode for planners who want to create a business that works for their clients and for them.