Latest Articles
-
“This is your captain speaking …”
To be effective you need to be able to apply that knowledge to your client’s unique situation. The more you can tailor your messaging by building upon what is familiar to them, the more successful you can be.
-
The difference between vision and strategy and why it matters
So, as you enjoy some well-earned time off, close your eyes and imagine… if you were walking into your business in five years, what are you experiencing? What clients are you serving?
-
Getting financial planning clients: The fact that gets overlooked
Most advice on how to find financial planning clients is prescriptive. It tells you what to do or where to look. Yet how helpful is this?
Getting started in Financial Planning?
If you’re interested in the Financial Planning profession, here’s the place to get started
Spotlight
Mitch Anthony discusses his approach to Life Centred Planning
WATCH ALL MITCH ANTHONY VIDEOS
Podcasts
Rob Schwarz and Scott Millar talk to members of the Financial Planning community
