Reviews

Taking control of your ongoing reviews

Image of Sarah Challenor
By: Sarah Challenor
Founder & Director
Adviser Outsourcing

Customer reviews can creep up on you, with dozens needing completion in a matter of days. As a financial adviser, you have a contractual requirement to provide a full financial review to your client.

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Opportunities to Keep Engaging

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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

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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 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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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

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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

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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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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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The Client Experience

Image of Dennis Hall
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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