Articles

By: Chris Budd

Chairman

Ovation Finance & The Eternal Business Consultancy

During the PFS Power Coaching Webinars that Jan Bowen-Nielsen and I conducted on 28 January 2020, several people asked, “Can you suggest some great questions?” Here are a few thoughts.

By: Tamsin Caine

Director of Financial Planning

Smart Financial

Since discovering Lifestyle Financial Planning, Tamsin Caine has believed in it. It didn’t make it any easier to master. She is sure lots of other Financial Planners feel the same.

By: Gemma Siddle

Eldon Financial Planning

If you don’t feel the love for your clients, why work with them? By Gemma Siddle.

By: Anthony Villis

Managing Partner

First Wealth

Technology will be transformational in making Financial Planning more accessible than ever before. By Anthony Villis.

By: Julie Lord

Chief Executive

Magenta Financial Planning

To be certain your business is futureproof, you have to predict the future and put plans in place to meet the demands put upon you indefinitely. By Julie Lord.

By: Natalie Wright

Director

Mazars

Developing a Financial Planning proposition can seem like a huge undertaking. But if your focus is already on achieving good outcomes for clients, you have the core foundations already in place. By Natalie Wright.