Introducing POWER Planning
A new Consumer Outcomes Focused approach to Financial Planning
Latest Articles
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Finesse your first meetings – Part 3
In this session, we help prospects to identify what their money is for, so that they can fund a fulfilling life.
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Finesse your first meeting – Part 2
Imagine you are just about to meet your ideal client. What are you going to say that will build trust from the get go?
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Marketing your business: upping your marketing game
Your financial planning business is going well, and the time has come to take your marketing activity to the next level.
Watch on Demand
Financial Planning Practitioner & business owner, Neil Parker’s 3-part series on Going on your own
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
