Why Financial Planning
I Used To Dream About Being a Farmer, How Did I Discover Financial Planning?
For me, school was tough! If you told me then that I would be dedicating to a life-long career of learning and pursuit of qualifications, I would have run a mile. But this is the thing about the profession, you do exams because you want to.
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The Move to a Full Financial Planning World
For many reasons my recent move from an investment focused role to a full financial planning one was quite simply the biggest decision of my career. I wanted to add more value to clients’ lives rather than just measuring financial returns.
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From Physics to Financial Planning
Growing up, I didn’t have the classic princess stories or anything like that, I had books about the planets and stars. For my 11th birthday I was taken to toys r us and told I could pick anything I liked, and I picked a telescope.
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The Next Generation of Planners
The story about how I ended up in Financial Planning is probably similar to most people in the profession: I got there by accident.
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Professional Squash to Professional Services: My Career Change to Financial Planning
A younger version of myself wouldn’t have had the confidence for a planning role nor the maturity or empathy to understand a clients financial worries and fears.
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POWER Talks to next gen influencer, next gen client and next gen planner
All our guests are ‘millennials’ in their 30s and sound advocates of the life changing powers of Financial Planning.
Why Financial Planning is Good for Your Business
If you are running a Financial Planning business model, the opportunities have never been better. Aligning your business to a fee based Financial Planning service, provides a host of benefits for you and your clients. It’s the most profitable, fun and resilient way to conduct business.
Using real life client scenarios is a powerful training strategy
When I was asked to mentor three future financial planners, I initially found the prospect quite daunting. How would I inspire them?
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Financial Planning brings opportunity
Natalie Wright of Mazars talks to us about why Financial Planning brings benefits to our clients, our businesses and the overall profession.
Financial Planning and the Value of Advice
David Jones, Head of Dimensional’s UK and Ireland Advisor Group discusses why there has never been a more important time to be a financial adviser.
The Power of the Back Office
To insource or to outsource is the most important decision to make. This is the efficient beating heart of your firm now and in the future.
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There is no end of content to help you become a better Financial Planner
Once I found content that resonated with me, I invested significant time and sometimes money to move forward.
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Fixing Problems or Enhancing Lives. Where would you rather be?
Shadowing two great financial planners allowed me to see first-hand the key to providing great outcomes is great conversations with clients.
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How Being Chartered is Just the Beginning, Not the End
A list of ‘nevers’, achieving Chartered Financial Planner status, a year by myself, giving birth and why I created my own online ‘village’ community. It’s coming up to a year that I’ve worked entirely alone.
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The Power of Process
Systemise 90% of what you do ensuring that you have the time to customise the remaining 10% that truly matters.
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Life as a Young Financial Adviser
Authenticity is the most important thing of all. Showing up as yourself, doing the very best job you can do, is a quality we can all respect at any stage of life.
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Those with Less Assets Can Actually Have More to Gain
Clare Farrell, managing director at Northfield Wealth talks to Natalie Holt about building a business to give advice and support to as many people as possible.
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Using Lockdown to Maximum Business Effect
Nick Platt, managing director at Henwood Court Financial Planning talks to Natalie Holt about the opportunities offered by remote working.
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Video Meetings Just Changed Your World
Respected journalist, the publisher of Inside Information and the godfather of US Financial Planning, Bob Veres, wrote about four years ago that the biggest disruptor in financial services might just be video conferencing technology.
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Embracing new technology
Technology will be transformational in making Financial Planning more accessible than ever before. By Anthony Villis.
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Job Satisfaction, Wellbeing & Genuine Joy
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.
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Piercing the Surface
Developing a Financial Planning proposition can seem like a huge undertaking. But if your focus is already on achieving good outcomes for clients, you have the core foundations already in place. By Natalie Wright.
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Bringing Money to Life
Our aim with the the PFS POWER Initiative is to empower and equip our readers to change people’s lives through Financial Planning. For many this means a change in mindset from transactional advice to a more comprehensive, life-focused service. By Ruth Sturkey.
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Focus on what you can control
Structuring a Financial Planning business can be difficult. Applying some investment principles can paint an interesting picture. By Duncan Parkes.
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Annual Planning Meetings
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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Purposeful Preparation
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
Broadly speaking, six steps are considered to form the foundation of a Financial Planning process used with clients.
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Positioning
What a Financial Planner does and two client stories that illustrate the value of what Financial Planning can achieve.
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Financial Planning – Definition and Purpose
The whole Financial Planning process has made me think about what I really want to do. It has helped me confront myself about what I earn, what I spend and what’s left over.
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The Power to Change Lives
Anthony Villis talks about adopting a Lifestyle Financial Planning approach in 2014, and his firm, First Wealth, hasn’t looked back. “It’s brought energy to our business and helped change people’s lives in a positive way.”
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Discovery and Planning
Learn about how to structure pre-appointment letters discovery meetings and planning meetings, and the optimum content.
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Financial Planning Process
Many people focus on making money rather than discovering how much they actually need during the course of their lifetime. Imagine how you would feel if you knew you had enough money, not just to do the things you want, but to help others too.
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(Why) Don’t all Financial Advisers do it this Way?
Like many people I came to financial advice in mid-life, arguably far too late.
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