Articles

A list of ‘nevers’, achieving Chartered Financial Planner status, a year by myself, giving birth and why I created my own online ‘village’ community. It’s coming up to a year that I’ve worked entirely alone.

Ruth Sturkey shares Paradigm Norton’s experience of planning and producing a virtual event for clients. Having all things backed up is key.

When you’ve seen the benefits of a lifetime cashflow model first hand, it’s a lightbulb moment that immediately convinces you of its power.

Cashflow modelling demonstrates the value you add to a client and you can stress test market movement on a client’s longterm financial plan.

An annual client Review Meeting acts as our formal client touch point each year to review what has happened and what changes need to be made to inform the future.

Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?