Articles

The Power of the Back Office

To insource or to outsource is the most important decision to make. This is the efficient beating heart of your firm now and in the future.

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Image of Sian Davies Cole
By: Sian Davies Cole
Director
Plan Works

Discover the Power of Independent Thinking

Eight years ago, I was frazzled. I was the person with the answers. I had little time or space to breathe, let alone think!

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Image of Rebecca Timmins
By: Rebecca Timmins
Operations Director
Emery Little

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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Image of Sian Davies Cole
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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Image of Sarah Challenor
By: Sarah Challenor
Founder & Director
Adviser Outsourcing