Why Financial Planning
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?
Read more…
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.
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.
Read more…
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.
Read more…
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.
Read more…
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.
Read more…