Articles

I Love the First Meeting with a Potential Client

I get to meet someone new and find about who they really are; where they are now and what their dreams and aspirations are for the future. I find the stories of other people inspirational. If we can help them live a bigger future going forward, that’s very exciting

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By: Matthew Aitchison
Managing Director
Clear Vision Financial Planning

Speak In Your Ideal Client’s Language

Once you have established your niche and your ideal client, then you need to speak their language, and capture their attention.

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By: Nicola Ellis
Director
Wellington Wealth

Commercials Part 2: Pitching Your Financial Planning Service and Fees and Overcoming Objections

Neil explains how to best pitch your Financial Planning service successfully to your clients at your initial consultation. This includes how to package and present your service and how to recognise the different barriers to engagement and overcome them. Learning Objectives Explaining your service and its structure. Pitching your service packages and fees. Navigating obstacles

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By: Neil Parker
CEO
Joslin Rhodes

Power Talks To Practitioners About Fees & Charging

Flat fees, subscription fees, percentages of assets under management… Neil clearly defines three parts to the Lifestyle Financial Planning service Joslin Rhodes provides: Life Coaching, Financial Planning and Financial Advice. He says it’s important to remember that each has a value, and each should have a fee. Clearly defining each of the three elements forces

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By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd

The Move to a Full Financial Planning World

For many reasons my recent move from an investment focused role to a full financial planning one was quite simply the biggest decision of my career. I wanted to add more value to clients’ lives rather than just measuring financial returns.

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By: Laura Ripley
Chartered Financial Planner
Handford Aitkenhead & Walker

Commercials Part 1: What and How to Charge for Your Financial Planning Service

Neil helps you work out what and how to charge for your Financial Planning service and describes the mechanics involved in setting your fees. It is often a sticking point for Financial Advisers but Neil shows how structuring your service offering is key to getting your clients engaged. Learning Objectives Why defining the structure of

Image of Neil Parker
By: Neil Parker
CEO
Joslin Rhodes