Latest Articles
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The most important client meeting
Throughout a lifetime relationship, a planner might have many interactions with their clients. Still, I would argue that the review meeting stakes the claim as the most important.
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The secret to keeping your financial planning clients for life
Creating happy, enthusiastic, loyal financial planning clients for life requires you to do one thing well, and consistently. So, what is that one thing?
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What I Have Learned Since Finding My Niche
Niche means we receive far more enquiries from professional connections, friends, social media and internet searches amongst others.
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
