First Contact

How to Ask Great Questions

Image of Amyr Rocha Lima
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

Image of Jan Bowen-Nielsen
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

Image of Chris Budd
By: Chris Budd
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

Image of Tamsin Caine
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

Image of Adam Carolan
By: Adam Carolan
Managing Director

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

Image of Damien Rylett
By: Damien Rylett
Brunel Capital Partners

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

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