Client Engagement

“This is your captain speaking …”

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By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

To be effective you need to be able to apply that knowledge to your client’s unique situation. The more you can tailor your messaging by building upon what is familiar to them, the more successful you can be.

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The most important client meeting

Image of David Jones
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

Throughout a lifetime relationship, a planner might have many interactions with their clients. Still, I would argue that the review meeting stakes the claim as the most important.

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The secret to keeping your financial planning clients for life

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By: John Dashfield
Financial Business Coach & Author
Client Centred Advisers

Creating happy, enthusiastic, loyal financial planning clients for life requires you to do one thing well, and consistently. So, what is that one thing?

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Building Deeper Financial Advisory Relationships with Women

Image of David Jones
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

Dimensional introduced its Women and Wealth community in 2015 in response to the growing interest in this subject from advisors across the globe. We started by asking a simple question: are the financial planning needs of women different?

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Producing a Virtual Event for Clients

Image of Ruth Sturkey
By: Ruth Sturkey
Non-Executive Director, Podcaster & Business Coach

Ruth Sturkey shares Paradigm Norton’s experience of planning and producing a virtual event for clients. Having all things backed up is key.

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Three Ways to Market and Promote Cashflow

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By: Martin Bamford
CEO
Bamford Media Ltd

When you’ve seen the benefits of a lifetime cashflow model first hand, it’s a lightbulb moment that immediately convinces you of its power.

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Opportunities to Keep Engaging

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

An annual client Review Meeting acts as our formal client touch point each year to review what has happened and what changes need to be made to inform the future.

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Slowly but Surely does it

Image of Damien Rylett
By: Damien Rylett
CEO
Brunel Capital Partners

Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?

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The Value of Financial Planning in Removing Mental Barriers

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By: Ricky Chan
Director
IFS Wealth & Pensions

Understand and accept that money is not the end-game, but a mere medium used to ultimately help clients and loved ones towards a better quality of life.

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Where the Behavioural meets Financial Planning

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By: Natalie Holt
Content editor
Nucleus Financial Group

It’s at times like this, in COVID-19 Age, when financial wellbeing and resilience become increasingly important. This is Natalie Holt in conversation with Hayley Tink, Smith & Pinching.

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A New Entry into the Financial Lexicon: ‘Financial Wellbeing’

Image of Ruth Sturkey
By: Ruth Sturkey
Non-Executive Director, Podcaster & Business Coach

I confess, when I started to write this article, I wondered whether ‘financial wellbeing’ was just some new buzz phrase or a phrase worth using.

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Top 10 tips in times of market chaos

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By: Carrie Bendall
Head of Content

Learnings from over a decade of working with Financial Planners and talking to their clients. Some thoughts for coaching clients and deeper client conversations.

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Top 10 Tips for Using a Financial Coaching Approach

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By: Chris Budd
Chairman
Ovation Finance & The Eternal Business Consultancy

Here are Jan Bowen-Nielsen and Chris Budd’s top 10 tips for using a coaching approach to increase client engagement.

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Clients & the Power of Love

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By: Gemma Siddle
Eldon Financial Planning

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

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Piercing the Surface

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By: Natalie Wright
Partner
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.

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Let’s pretend you are not here

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By: Kevin Deamer
Managing Director & Founder
KMD Private Wealth Management

Kevin Deamer makes a point of rehearsing what happens when the time comes for Executors to complete all the necessary paperwork.

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The best service you can give

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By: Michael Freedman
Partner
BpH Wealth Management

Aligning yourself with your clients’ best interests is paramount in the provision of the best service you can give. When a desire to help people comes first, the money will follow if you always do the right thing, says Michael Freedman.

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Deepening Relationships

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By: Amyr Rocha Lima
Chartered Financial Planner
Holland Hahn & Wills

Retirement planning is a core function of the Financial Planning profession. Amyr Rocha-Lima discusses why our job is not just to help clients accumulate resources but to help them as their coach and cheerleader as another life stage begins.

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Annual Planning Meetings

Image of Garry Hale
By: Garry Hale
Managing Director
HK Wealth

You’ve taken on a new client, given them a great initial Financial Planning experience, followed up with an Annual Planning Meeting and are wondering what now? By Garry Hale.

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Draft Planning Meeting

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By: Steph McDonald
Chartered Financial Planner
HarperLees

Often meeting number two, the ‘draft’ planning meeting is another time to shine. It’s when life and money come together to show what’s possible.

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The Power of Emotion

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By: Anthony Villis
Managing Partner
First Wealth

Clients tend to seek advice when big life events come along: selling a business, stopping work, a new business, birth of a child, a new house, ill health, divorce. It’s no surprise that people often have heightened emotions that affect their decisions. Anthony Villis explains.

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The Client Experience is more than a Six Step Process

Image of Carrie Bendall
By: Carrie Bendall
Head of Content

Broadly speaking, six steps are considered to form the foundation of a Financial Planning process used with clients.

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Client advisory groups

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By: Robin Melley
Chartered Financial Planner
Matrix Capital

For Matrix Capital, the idea of establishing a Client Advisory Group emerged from a review undertaken of the business in 2008; about the time of the announcement of the Retail Distribution Review.

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Client Meetings

Image of Carrie Bendall
By: Carrie Bendall
Head of Content

The number of client meetings and time taken differs from firm to firm as they adapt a Financial Planning process that works for them. By Carrie Bendall.

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The Client Experience

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By: Dennis Hall
CEO
Yellowtail Financial Planning

There are two sides to the client experience: the actual process clients go through and the outcomes clients receive. Whilst the outcomes of Financial Planning are positive, the Financial Planning process can be initially daunting.

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Lifetime Cash Flow Modelling

Image of Dennis Hall
By: Dennis Hall
CEO
Yellowtail Financial Planning

Most Financial Planners put lifetime cash flow modelling at the heart of what they do. It’s essential to their work and the advice they give their clients.

Not everyone agrees though this may be because there is still some mystique about what cash flow modelling is. This section explains what cash flow modelling is, the benefits of using it with clients, as well as the drawbacks.

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What it Takes to be a Good Financial Planner

Image of Chris Bowmer
By: Chris Bowmer
Director
Fortitude

“The job of a planner is 95% people skills and 5% technical skills, but you need to know 100% of the 5% technical”. Here are Ten Qualities.

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