Client Engagement

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.

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.

By: Ruth Sturkey

Client Director – London

Paradigm Norton

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.

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.

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.

By: Gemma Siddle

Eldon Financial Planning

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