Articles

There is no end of content to help you become a better Financial Planner

Once I found content that resonated with me, I invested significant time and sometimes money to move forward.

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Image of Charlotte Wood
By: Charlotte Wood
Director
Rosewood Financial Planning

Learnings from juggling busy roles

The Power of Financial Planning is something I feel really passionate about: seeing clients journey from that initial meeting to designing the life that they’ve always wanted.

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Image of Sarah Elson
By: Sarah Elson
Director
Berry & Oak

The Power of Paraplanning

Paraplanning is definitely now more mainstream but with no specific qualification requirements nor a definitive job description, many tasks can fall under this title.

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By: Sian Davies Cole
Director
Plan Works

Taking control of your ongoing reviews

Customer reviews can creep up on you, with dozens needing completion in a matter of days. As a financial adviser, you have a contractual requirement to provide a full financial review to your client.

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By: Sarah Challenor
Founder & Director
Adviser Outsourcing

Fixing Problems or Enhancing Lives. Where would you rather be?

Shadowing two great financial planners allowed me to see first-hand the key to providing great outcomes is great conversations with clients.

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By: Scott Millar
Financial Planner
First Wealth

How Being Chartered is Just the Beginning, Not the End

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.

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Image of Charlotte Wood
By: Charlotte Wood
Director
Rosewood Financial Planning