Building Your Team

By: Dominika Sieradzka

Practice Management Consultant

RIE Solutions

Owners of financial planning firms often approach me when considering hiring a Practice Manager for their firm. Over the years, I notice that those hiring for this role for the first time tend to grapple with the same questions …

By: Pippa Oldfield

Senior Paraplanner & Assistant Manager

Mazars

When I was asked to mentor three future financial planners, I initially found the prospect quite daunting. How would I inspire them?

By: Rebecca Timmins

Operations Director

Emery Little

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

By: Sarah Elson

Director

Berry & Oak

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.

By: David Scarlett

The Soul Millionaire

It’s time to rethink your leadership style; not just yours but the leadership you need to develop and nurture in your team.