Financial Wellbeing

By: Carrie Bendall

Head of Content

Here are links to the resources provided by Jason Butler, The Wealthman in his POWER Webinar on Financial Wellbeing in the Workplace.

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: Chris Budd

Chairman

Ovation Finance & The Eternal Business Consultancy

We are in unprecedented times. Your clients want to hear from you more than ever and not necessarily about their investments.

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.

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: Julie Lord

Chief Executive

Magenta Financial Planning

The term ‘Financial Wellbeing’ is very subjective and can be defined differently by each person who uses it. The new Initiative of Financial Wellbeing has defined it as “the study and application of how money can make us happy” and I support that, but ‘well-being’ is derived from other things too.

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: 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.