First Contact

I Love the First Meeting with a Potential Client

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By: Matthew Aitchison
Managing Director
Clear Vision Financial Planning

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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Speak in Your Ideal Client’s Language

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By: Nicola Ellis
Director
Wellington Wealth

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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How to Ask Great Questions

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

The lesson here is clear: when asking questions, first aim for the heart, as this leads you on a pathway to the soul.

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Coaching books for Financial Planners

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By: Jan Bowen-Nielsen
Coach and Trainer of Coaches
Quiver Management Limited

In the questions and comments raised by some of the 2,000 or so people attending the two PFS Power webinars with Chris Budd and Jan Bowen-Nielsen, there were quite a few requests for us to recommend books about coaching.

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Great Coaching Questions

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

During the PFS Power Coaching Webinars that Jan Bowen-Nielsen and I conducted on 28 January 2020, several people asked, “Can you suggest some great questions?” Here are a few thoughts.

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Financial Planning Meeting – First Contact, First Meeting

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By: Tamsin Caine
Director of Financial Planning
Smart Financial, Smart Divorce

Since discovering Lifestyle Financial Planning, Tamsin Caine has believed in it. It didn’t make it any easier to master. She is sure lots of other Financial Planners feel the same.

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The Power of Niche

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By: Adam Carolan
Managing Director
Xentum

Around five years ago, Adam Carolan noticed a trend in his business: an ageing client base dying or losing capacity and a struggle to engage with the Next Generation.

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Purposeful Preparation

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By: Damien Rylett
CEO
Brunel Capital Partners

Prior to a first meeting, setting the right expectations in clients’ minds is vital.

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The Client Experience is more than a Six Step Process

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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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Positioning

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By: Julie Lord
Chief Executive
Magenta Financial Planning

What a Financial Planner does and two client stories that illustrate the value of what Financial Planning can achieve.

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Client Meetings

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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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Discovery and Planning

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By: Julie Lord
Chief Executive
Magenta Financial Planning

Learn about how to structure pre-appointment letters discovery meetings and planning meetings, and the optimum content.

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