The goal for this session is to learn how GPN members have redefined their roles and expanded the scope of their practices to help clients achieve new clarity and relevance for life and financial goals. Danqin Fang, Robbie Schoonmaker and Mike Morton are Registered Life Planners and each will share how they utilize life planning in their practice plus stories and examples of how the life planning process has helped them achieve a deeper understanding of what matters most to their clients. The panel will also describe how the life planning process has increased their competence and effectiveness as advisors. In a breakout session, we will ask you three questions that may change how you think about your role as a professional planner and provide clarity about what matters most to you.