Reviews

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.

By: Alasdair Walker

Managing Director

Optimum Path

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.

By: Carrie Bendall

Head of Content

Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?

By: Amyr Rocha Lima

Chartered Financial Planner

Holland Hahn & Wills

Our job is not just to help clients accumulate resources but to help them as their coach and cheerleader as another life stage begins.

By: Carrie Bendall

Head of Content

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.

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.

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.

By: Carrie Bendall

Head of Content

Broadly speaking, six steps are considered to form the foundation of a Financial Planning process used with clients.

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.

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.

By: Dennis Hall

CEO

Yellowtail Financial Planning

Financial Planners should put lifetime cashflow modelling at the heart of what they do.