Financial Planning Roles

How to become a Financial Adviser

Image of Andrew Haley
By: Andrew Haley
Chartered Financial Planner
Active Financial Planners

I hope you share the same passion I have for being a Financial Adviser delivering Financial Planning. It’s about people and relationships.

Read more…

Practical tips for fast tracking your financial planning career

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By: Hazel Bowen
Senior Wealth Planner
Canaccord Genuity Wealth Management

Challenges facing new financial planners include more skill than experience, confidence, finding new business and career opportunities.

Read more…

Maximising Introducer Relationships

Image of Faith Liversedge
By: Faith Liversedge
Storyteller
Faith Liversedge

The introducer relationship represents a valuable marketing tactic enabling advisers and planners to expand their reach and differentiate themselves.

What I’ve Learned In 10 Years of Teaching Owner Advisers

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By: Brett Davidson
Founder
FP Advance

For the last 10 years I have taught, Uncover Your Business Potential, a 3-year programme to owner-advisers running independent financial planning firms.

Be yourself: how to attract and engage with high-value clients

Image of Faith Liversedge
By: Faith Liversedge
Storyteller
Faith Liversedge

Does your target audience know what you really do? Do they understand how the services you offer solve their problems and make their lives easier?

Your Business Won’t Grow Faster Than You Do

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By: Brett Davidson
Founder
FP Advance

Long-term business survival requires reinvention.

Grow the Pie

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By: Brett Davidson
Founder
FP Advance

What’s the difference between firms that grow and prosper vs those that seem to work just as hard, but don’t grow?

The Owner’s Dilemma

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By: Brett Davidson
Founder
FP Advance

Business growth seems to require more advisers, yet more financial advisers (hired too early) stunt your business growth.

New White Paper: Solving the Scale Problem in Financial Planning Businesses

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By: Brett Davidson
Founder
FP Advance

In this POWER Webinar, Brett Davidson reveals his latest white paper: How to Solve the Scale Problem (for financial planning businesses).

Perspectives on Client Segmentation

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By: Blair Anderson
Regional Director, Dimensional Global Client Group

Whether financial advice businesses are looking to find new clients, more effectively service existing clients, or increase profitability, client segmentation is a powerful tool to utilise in meeting these goals.

The magic behind becoming a better communicator

Image of Becca Timmins
By: Becca Timmins
Consultant, Coach, Trainer and Former Financial Planning Operations Director
When We Think

Did you know that on average, listening professionals listen for just 11 seconds before they interrupt us?

Generalists Are Scary (be a specialist instead)

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By: Brett Davidson
Founder
FP Advance

If you became seriously ill who would you go to for advice? A GP or a specialist? It’s a no-brainer.

Grow Up (as a business)

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By: Brett Davidson
Founder
FP Advance

What will it take to transform your Financial Planning firm into a professional services business that will last beyond the owner(s) regardless of whether you sell, or create internal succession?

Attract clients who are fulfilling, fascinating and fun – Part 2

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By: David Scarlett
The Soul Millionaire

Attract clients who are fulfilling, fascinating and fun – Part 2

Schedule, Commit, Complete

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By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

The biggest myth in time management is that time can be managed. It can’t!

Adviser Pain Point: Niche! If you talk to everyone you talk to no one

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By: Rob Schwarz
Founder & Financial Planner
Finova Money
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By: Scott Millar
Founder & Financial Planner
Finova Money

Join Financial Planners Rob & Scott as they explore why nailing your niche market is so important with this month’s guest Tommie Hoban.

10 reasons why you can’t increase your fees

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By: Brett Davidson
Founder
FP Advance

Getting your pricing right is the most important issue for any business.

Attract clients who are fulfilling, fascinating and fun – Part 1

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By: David Scarlett
The Soul Millionaire

Way back in his own career as a financial adviser, executive coach David Scarlett learned what he describes as his “most valuable lesson in marketing strategy”.

Running Your Business Should Be Fun

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By: Brett Davidson
Founder
FP Advance

Unfortunately, I see too many owner-advisers not enjoying themselves. It’s not that they’re hating their life, they just seem to have accepted that they’ll never have as much fun as they did earlier in their career when things were simpler. 

Adviser Pain Point: Too many clients, too much work, too little money

Image of Rob Schwarz
By: Rob Schwarz
Founder & Financial Planner
Finova Money
Image of Scott Millar
By: Scott Millar
Founder & Financial Planner
Finova Money

This month Rob & Scott talk to Melissa Kidd, Communication Coach and founder Motem about the concept of Essentialism, an idea explored in a book of the same name by author Greg McKeown.

Finesse your first meetings – Part 3

Image of Melissa Kidd
By: Melissa Kidd
Communication Coach
Motem

In this session, we help prospects to identify what their money is for, so that they can fund a fulfilling life.

Grow Your Business Faster (Strategies & Tactics)

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By: Brett Davidson
Founder
FP Advance

Do you have issues in your business that you’ve tried to crack many different ways, but they are still bugging you?

Adviser Pain Point: Prospering as a Financial Planner

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By: Rob Schwarz
Founder & Financial Planner
Finova Money
Image of Scott Millar
By: Scott Millar
Founder & Financial Planner
Finova Money

This month Rob & Scott talk to David Scarlett, founder of Soul Millionaire, executive coach to financial advisers, author and poet.

How To Grow Your Own Advisers

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By: Brett Davidson
Founder
FP Advance

You’re good, your business is good, and new clients are not going to stop finding you. What could possibly go wrong?

Finesse your first meeting – Part 2

Image of Melissa Kidd
By: Melissa Kidd
Communication Coach
Motem

Imagine you are just about to meet your ideal client. What are you going to say that will build trust from the get go?

Taming your transactional advice monster

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By: John Dashfield
Financial Business Coach & Author
Client Centred Advisers

Do you want to make a far bigger impact in the lives of your clients? If so, this webinar is for you.

How to explain fees and investment performance

Image of Paul Cleworth
By: Paul Cleworth
Managing Director and Independent Financial Planner
Tandem Financial Ltd

Direct from the coalface, business owner and financial adviser, Paul Cleworth presents how he handles fees and talks about investment performance with clients.

From financial advice to transformative financial planning – Part 2

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By: David Scarlett
The Soul Millionaire

The reality we face in this business sector is that the world has moved on far more quickly than our education and historical habits.

From financial advice to transformative financial planning – Part 1

Image of David Scarlett
By: David Scarlett
The Soul Millionaire

There seems to be almost as many views on the differences between Financial Advice and Financial Planning as there are practitioners of both skills!

Adviser Pain Point: First conversations with clients

Image of Rob Schwarz
By: Rob Schwarz
Founder & Financial Planner
Finova Money
Image of Scott Millar
By: Scott Millar
Founder & Financial Planner
Finova Money

Join this new series of POWER Talks with Rob & Scott as they dig deep with financial planning practitioners to find out their secrets for success around specific pain points.

Going on your own – Part Three

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By: Neil Parker
CEO
Joslin Rhodes

Already set up on your own and want to push onto the next level?

Going on your own – Part Two

Image of Neil Parker
By: Neil Parker
CEO
Joslin Rhodes

Ready to go on your own?

Going on your own – Part One

Image of Neil Parker
By: Neil Parker
CEO
Joslin Rhodes

Are you looking for a career in financial advice / financial planning?

How to build your perfect support team in 2023

Image of Brett Davidson
By: Brett Davidson
Founder
FP Advance

The biggest challenge right now?  Securing talented and skilled team members to fill the roles that growing businesses are creating.

A succession story: the highs, the lows and the lessons

Two years ago, Jo Little, Alfie Mullan and Rebecca Timmins completed a management buyout at Emery Little following a lengthy handover.

The key ingredients of a successful pitch

Image of David Jones
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

In a crowded and competitive market, it’s easy to be overlooked and left behind.

Marketing your business: upping your marketing game

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By: Rachael Smith
Senior Manager, EMEA Marketing
Dimensional Fund Advisors

Your financial planning business is going well, and the time has come to take your marketing activity to the next level.

Read more…

Build recruitment into your strategy from day one

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By: Dominika Sieradzka-MacCuirc
Practice Management Consultant
RIE Solutions

Attracting and hiring great people is one of the biggest challenges for most growing financial advisory firms. Often the real issue is not approaching recruitment strategically but instead being reactive which tends to yield suboptimal outcomes and can lead to hiring out of ‘desperation’ rather than hiring the right person for the job. In the

New clients can’t find you and how to fix it

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By: Brett Davidson
Founder
FP Advance

Watch the replay on ON24 Is financial planning a high touch, concierge-style service? Or is it just really difficult to access? Your competition is the big brands, with automated sales funnels and slick marketing systems that can get them in front of people through a variety of channels. Deep pockets and the latest technology is

How to write in plain English

During this webinar, you will learn proven business writing techniques that will help you to build trust and confidence in your reader Learning outcomes

The keys to selling yourself and your service

Image of David Jones
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

Watch the replay on ON24 Whether we admit it or not, success in all areas of business largely depends on the ability to sell yourself, your ideas, your services and, yes, sometimes even your products. But ‘selling’ has acquired so many negative connotations over the years, that many people find it hard to overcome the

Pricing your services, revisited

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By: Andrew Walker
Regional Director
Dimensional

Following the FCA’s introduction of the rules and guidance for Consumer Duty, advisory firms are now required to demonstrate that their services represent fair value for money. Given that the perception of value is highly subjective, this presents advisers with a number of challenges as they develop their pricing framework. In this webinar, Andrew Walker, a

Implementation fees are a barrier to doing business, or are they?

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By: Brett Davidson
Founder
FP Advance

There’s a lot of industry chatter about implementation fees. Many good financial planning firms have just waived them entirely, in the belief that this makes it easier for clients to onboard and start generating recurring revenue for the business. Plenty of other businesses are still charging percentage-based implementation fees. What should advisers make of all

Why every financial planner should have a coach?

Image of John Dashfield
By: John Dashfield
Financial Business Coach & Author
Client Centred Advisers

Coaching is not a luxury. In an increasingly complex world it has become the development process of choice for an increasing number of professionals, including financial planners. Why? Because to have a great life, we have to be great at what we do.  Learning outcomes What coaching is and what it isn’t Why being coached

How to handle challenging conversations with clients

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By: Apollo Lupescu
Vice President
Dimensional

Coaching and communicating with your clients and prospects can be the toughest part of being a planner – a conversation often dominated by their heartfelt, challenging concerns and fears. In this webinar, Apollo explores how to change the conversation to create deep and long-lasting client relationships. Learning outcomes The long-term benefits around changing the conversation with

“This is your captain speaking …”

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By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

To be effective you need to be able to apply that knowledge to your client’s unique situation. The more you can tailor your messaging by building upon what is familiar to them, the more successful you can be.

Read more…

Digging deeper with cashflow

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By: Michael Pashley
Managing Director
Practical Financial Exams

Develop your cashflow modelling skills, create your own models in Excel, understand the principles underpinning cashflow software packages.

The difference between vision and strategy and why it matters

Image of David Jones
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

So, as you enjoy some well-earned time off, close your eyes and imagine… if you were walking into your business in five years, what are you experiencing?  What clients are you serving?

Read more…

How to politely disengage clients

Image of Melissa Kidd
By: Melissa Kidd
Communication Coach
Motem

Parting ways with clients can be challenging. And many advisers maintain poor relationships over the years as they’re unsure how to communicate their wish to walk away.

Getting financial planning clients: The fact that gets overlooked

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By: John Dashfield
Financial Business Coach & Author
Client Centred Advisers

Most advice on how to find financial planning clients is prescriptive. It tells you what to do or where to look. Yet how helpful is this?

Read more…

First Meetings: Tilting the Odds of Success

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By: David Swanwick
Head of Client Communications for EMEA, VP London
Dimensional

The first meeting advisers host with a prospect is critical to them deciding to become clients. How can advisers tilt the odds of success in their favour in the earliest interactions with these prospects?

Life planning couples: two visions, one financial plan

There’s nothing better in life than a fulfilled partner. There’s nothing better in life than a fulfilled partner. In this webinar we learn best practices for life planning couples from George Kinder, the Father of Life Planning, and practitioners Justin King, CFP®, RLP®, and Kathy King, RLP®.

How to get from £1m to £2m in revenue

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By: Brett Davidson
Founder
FP Advance

You’re approaching, or have just broken through, the £1m annual revenue mark.

What makes you different and why it matters?

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By: David Scarlett
The Soul Millionaire

What could be so different about you that it would attract the quality of clients you’d absolutely love to work with?

How to Write Well or Better

Being a good writer will make you better at your job. It will help you with all forms of communication because it will enable you to articulate your ideas more convincingly and be more persuasive.

How to get Financial Planning clients

Image of John Dashfield
By: John Dashfield
Financial Business Coach & Author
Client Centred Advisers

Getting new clients is the number one challenge for many financial advisers. But why is it such a challenge? It is not because of the reasons most people think …

Three things you can’t avoid as a business owner

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By: Brett Davidson
Founder
FP Advance

There are three certainties if you run (or aspire to run) your own financial planning business.

Why clients will pay you more. And happily!

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By: David Scarlett
The Soul Millionaire

Delivering ‘fair value’ for the price clients are paying will always be a basic level of concern in any profession.

Innovate to thrive

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By: Brett Davidson
Founder
FP Advance

The next generations of potential customers are not interested in consuming financial planning in the way that we currently offer it and almost none of the best financial planning firms are responding to the threat in a meaningful way.

Pricing your services

Image of David Jones
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional
Image of Ruth Sturkey
By: Ruth Sturkey
Non-Executive Director, Podcaster & Business Coach

Figuring out the right price to charge for your products and services is a fundamental consideration for anyone wishing to operate a profitable business.

The secret to keeping your financial planning clients for life

Image of John Dashfield
By: John Dashfield
Financial Business Coach & Author
Client Centred Advisers

Creating happy, enthusiastic, loyal financial planning clients for life requires you to do one thing well, and consistently. So, what is that one thing?

Read more…

The power of client segmentation

The fastest growing adviser firms are most likely to be those defining and segmenting their ideal target clients.

The Client Conversion Problem

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By: Brett Davidson
Founder
FP Advance

Almost every adviser I speak to, would like a few more, new, on-target clients than they currently get each year.

From Prospect to Promoter

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By: Blair Anderson
Regional Director, Dimensional Global Client Group

High performing advisers collect client feedback and use that feedback to continuously improve the client experience and inform the personas of clients they most want to replicate.

Client Conversations That Build Trust at Speed

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By: David Scarlett
The Soul Millionaire

Most Financial Planning teams still believe that it can take weeks, months – even years – to gain a client’s trust.

Time and how to use it for maximum effect

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By: Brett Davidson
Founder
FP Advance

If you’re a business owner or adviser with a high degree of autonomy, then one of the key differentiators of your long term success is how you use your time.

Financial Planning Trends You Simply Can’t Ignore in 2022

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By: David Scarlett
The Soul Millionaire

The world of Financial Planning is evolving. And it’s doing so in a most profound way.

How I Got to a Million Pounds in Revenue

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By: Paul Cleworth
Managing Director and Independent Financial Planner
Tandem Financial Ltd

Sole Financial Planner, Paul Cleworth, discusses how he has built Tandem Financial over the last 5 ½ years to a firm generating £1.175 million in revenue.

How to develop a clear investment philosophy and why it matters

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By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

Whether your approach to investing is active, passive or a combination of both, developing a clear investment philosophy based on tried and tested principles will allow planners to make investment decisions that are consistent, robust, and defensible.

Advanced Cashflow Planning: Pull your planning up by the bootstraps

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By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

In building comprehensive financial plans for clients, planners are increasingly reliant on third-party cashflow planning software to do their work.

How to Begin a Life Planning Conversation

Great financial advice starts with and is built on a foundation of incredible listening.

The Winning Financial Planning Formula

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By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

A compelling and engaging value proposition is the cornerstone of a successful financial planning business.

Finesse your first meetings

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By: Melissa Kidd
Communication Coach
Motem

First meetings are brimming with potential. Some clients will be nervous, some will be confident, some will have no idea about what’s involved or what they’d like their future to hold.

How To Get To A Million In Revenue

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By: Brett Davidson
Founder
FP Advance

There are five key phases that all businesses pass through as they work towards £1M of revenue and if you can understand what they are, you can pass through each stage more quickly than your peers.

How to politely screen clients

Image of Melissa Kidd
By: Melissa Kidd
Communication Coach
Motem

There can be a lot riding on first meetings. They can be the springboard to a long and fruitful relationship. But they can also be a waste of time.

Five Themes That Will Be Critical In 2022

Image of Brett Davidson
By: Brett Davidson
Founder
FP Advance

The last two years have been momentous, yet most financial planning businesses have survived and even thrived amidst the chaos. 2022 is going to bring even more challenges and the businesses that adapt best to what’s in store will continue to flourish.

A Lifetime in Planning: in conversation with George Kinder

In this POWER Webinar, George Kinder is in conversation with David Jones of Dimensional and they will explore how the lives financial planners and clients, and those whom they influence, can be transformed by Life Planning.

How to build a business to last beyond you

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By: Chris Budd
Chairman
Ovation Finance & The Eternal Business Consultancy

Chris Budd will outline how to build a financial planning practice which can continue beyond you, as well as explaining the exit options to achieve this.

How to network on LinkedIn – Part 3

In this 3rd and final workshop Asger Lindholdt focuses on how to do all the work that takes place behind the scenes which is all the networking. In order to become successful and leverage many of the advantages LinkedIn has to offer it is a must to network and not only put out great content. The webinar

What I Have Learned Since Finding My Niche

Image of Tamsin Caine
By: Tamsin Caine
Director of Financial Planning
Smart Financial, Smart Divorce

Niche means we receive far more enquiries from professional connections, friends, social media and internet searches amongst others.

Read more…

Bringing the Next Generation Into Our Profession

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By: Sarah Elson
Director
Berry & Oak

How can we bridge the gap between all the companies searching for talent and all the next generation talent desperate to find a career?

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Why Succession Planning is Important to Me

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By: Jane Gow
Clear Cut Financial Planning

We discuss our clients’ goals way before retirement, we should also do it for ourselves. Here is my 10-year succession plan.

Read more…

Applying Effective Communication for Referrals and Business Development

Business development is one of the major challenges facing financial advisory and wealth firms across the world. It’s also the case that most new business for financial advisers comes from referrals via existing client and centres of influence. This session aims to explore the state of referrals for financial advisers across the world, and will explore practical techniques for structuring an improved

Are You Walking Your Talk?

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By: Brett Davidson
Founder
FP Advance

In this webinar, Brett Davidson shows you how to improve your own wellbeing, whilst looking after your clients and making a bigger impact.

Finding Your Niche

Image of Brett Davidson
By: Brett Davidson
Founder
FP Advance

If you want to crack your marketing and lead-generation wide open, you’ve got to promote yourself as a niche driven expert. General claims of “I can do whatever you need” just don’t resonate. Let’s be honest, generalists are scary. If you were ill with a dread disease you wouldn’t seek out a medical generalist, would

How to make an impactful LinkedIn profile – Part 1

Asger Lindholdt takes us through the most important things to get a great LinkedIn profile set up so that it stands out, attracts visitors and increases the likelihood of converting potential clients. The webinar will be interactive with a mix of theory and exercises so that you can work on your profile during the session. Here

Building Your Brand – My Journey

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By: Lottie Kent
Founder
True Financial Design Ltd

Niching and specialising in divorce was the best thing I ever did and the business has grown significantly ever since. Although at first it was very daunting.

Read more…

What It Means to Tell a Good Story About Your Business

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By: Andrew Thorp
Speaker, Consultant, Trainer

You don’t just tell your brand story through websites, brochures and advertisements. It’s done through the spoken word too. Aim to do justice to your brand every time you open your mouth.

Read more…

Market Yourself Like A Pro

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By: Brett Davidson
Founder
FP Advance

Marketing is a massive topic. Everyone feels like they should do some, but they don’t always know why and how. In this webinar, Brett Davidson dispels a few marketing myths and shows you how to make your marketing resonate boldly with your target clients. Learning Outcomes: Learn the difference between marketing theory and marketing in

The Power of a Personal Brand: How to Differentiate Yourself from the Competition

Building a strong personal brand can differentiate you from the competition and accelerate your client growth.  Apollo Lupescu, Dimensional Vice President, will explore why developing a personal brand is so crucial and will provide practical tools that you can use to enhance your own personal brand. In this webcast, Apollo will show … How to

How to Grow Your Brand on Social Media

Over the past 12 months, Financial Planner, Tamsin Caine has gone on a real journey marketing herself and her brand.

How to make great content on LinkedIn – Part 2

Here Asger Lindholdt works with us on how to make great content on LinkedIn so that you can start to reap many of the benefits that come with great content production. Again there will be interaction and dialogue and exercises alongside Asger’s presentation.  Here is some of the material Asger will cover: Fear – how to

Using the Voice of the Client to Drive Engagement

Image of Julie Littlechild
By: Julie Littlechild
Founder & CEO
Absolute Engagement

While we all agree that clients sit at the heart of a planning business, they are not always given a voice in the client experience. The reality is that without that voice, we’re leading with assumption.  But what if those assumptions are flawed, outdated or wrong? What if, as a result the client experience is also

Keeping Your Clients On Track

Image of Brett Davidson
By: Brett Davidson
Founder
FP Advance

You’ve created and implemented the client’s financial plan. Your biggest challenge now is keeping them from wandering off the path or losing their nerve along the way. What takes clients off track? Stockmarket crashes Economic recessions Poor investment returns Government rule changes Major political and/or economic turmoil However, these events should never take you by

POWER Talks to Practitioners – Becoming a B Corp

Image of Alasdair Walker
By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd

Join host Alasdair Walker as he talks to Anthony Villis of First Wealth and others about becoming a B Corp We will be discussing What a B Corp is and what it takes to become one The commercial advantages of becoming a B Corp How it helps with recruiting the best talent How it gives

B Corp – The Future of Business

Image of Anthony Villis
By: Anthony Villis
Managing Partner
First Wealth

People no longer want to work for an organisation, they want to work for a cause they care about. Anthony Villis presents the case study of First Wealth becoming a B Corp. He takes us from the realisation of a collective desire to do something bigger, through the process to become a B Corp to

Back of a Napkin Financial Plan Part 2: Using the Matrix Book

Image of David Jones
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

Following on from June’s PFS Power webcast, please join David Jones, Head of UK & Ireland Adviser Group, and Blair Anderson, Regional Director, who will demonstrate how to use Dimensional’s Matrix Book to build on the core ideas from the Back of A Napkin Financial Plan presentation. In this webcast, David and Blair will show…

How to Build Your Perfect Support Team

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By: Brett Davidson
Founder
FP Advance

If you’re any good as a financial planner, you attract more clients. Next thing you know, everything except your client work becomes the priority. Now you need to start assembling a team around you. It doesn’t matter if you want to build a small and beautifully formed lifestyle business or if you want to build

The Payback from Better Client Relationships

Most advisers shower new prospective clients with lots of love … until they become a client. Then they see them annually for a review. For the rest of the year, it’s pretty much radio silence or sending generic newsletters created by a publishing house. I’m sorry, but that’s rubbish. In my 17 years of consulting

Building Deeper Financial Advisory Relationships with Women

Image of David Jones
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

Dimensional introduced its Women and Wealth community in 2015 in response to the growing interest in this subject from advisors across the globe. We started by asking a simple question: are the financial planning needs of women different?

Read more…

The Practice Manager – Why You Need One

Image of Dominika Sieradzka-MacCuirc
By: Dominika Sieradzka-MacCuirc
Practice Management Consultant
RIE Solutions

Owners of financial planning firms often approach me when considering hiring a Practice Manager for their firm. Over the years, I notice that those hiring for this role for the first time tend to grapple with the same questions …

Read more…

The Six Steps to Selling Your Financial Planning Business

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By: Chris Budd
Chairman
Ovation Finance & The Eternal Business Consultancy

There are things about your business that you don’t know, challenges that lie ahead you cannot foresee. If you are serious about one day selling, you need to start now.

Read more…

I Used To Dream About Being a Farmer, How Did I Discover Financial Planning?

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By: Darren Pike
Financial Planner
Clear Cut 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.

Read more…

POWER Talks to Practitioners – Client Advisory Boards

What we are talking about The value of a Client Advisory Board and the role it can play in business development, shaping your Financial Planning process and long-term client engagement. How it can take your client relationships and referral strategy to a whole new level. How to begin setting up a Client Advisory Board and

Content Marketing

Image of Pete Matthew
By: Pete Matthew
Founder
Meaningful Money

Despite having found his way to success largely by accident, Pete Matthew describes himself as “living proof” that creating content online can lead to great things. Increased turnover, enhanced professional standing and, he believes, it will make you a better adviser.

Read more…

How To Make Recommendations Clients will Follow

Image of Brett Davidson
By: Brett Davidson
Founder
FP Advance

Presenting your recommendations to new clients effectively can make or break you as an adviser. And it’s tricky. You might have done an amazing first meeting, but it’s weeks or months later and the client’s buzz has worn off. Now what? Like most other aspects of being a great adviser, presenting recommendations to clients well

Power Podcast – Episode 10 – Chris Budd

Rob Schwarz and Scott Millar are joined by Chris Budd, Chairman of The Eternal Business Consultancy.

POWER Talks To Practitioners About Powering Careers in Financial Planning

Join us to talk about recruitment, graduate programmes, bringing people into the profession, and careers as Financial Planners.

Power Podcast – Episode 9 – Cathi Harrison

Rob Schwarz and Scott Millar are joined by Cathi Harrison, Founder & Director of The Verve Group.

Power Podcast – Episode 8 – Rohan Sivajoti

Rob Schwarz and Scott Millar are joined by Rohan Sivajoti, Director & Head of Innovation at NextGen Planners.

Engineering Robust Systems to Deliver Exceptional Client Service

Image of David Jones
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

The information on this page is for professional use only. The evidence from Dimensional’s Global Adviser Study confirms that, after client acquisition, the number one challenge for advisory firms is the creation and implementation of robust systems, processes and workflow.  The most successful financial planning firms recognise that world-class service delivery is a key differentiator

Power Podcast – Episode 7 – Duncan Parkes

Rob Schwarz and Scott Millar are joined by Duncan Parkes, Director at Old Mill Group.

Power Podcast – Episode 6 – Natalie Wright

Image of Rob Schwarz
By: Rob Schwarz
Founder & Financial Planner
Finova Money
Image of Scott Millar
By: Scott Millar
Founder & Financial Planner
Finova Money

Rob Schwarz and Scott Millar are joined by Natalie Wright, Partner and Head of Family Business at Mazars.

Power Talks To Practitioners About First Meetings with Clients

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By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd

Garry is the founder, owner and sole Financial Planner at HK Wealth based in Stirling, Central Scotland. The business was started as a fee based financial planning practice in 2002 using cashflow modelling, which at the time was relatively forward thinking. Garry is past board member and past president of the Personal Finance Society and

I Love the First Meeting with a Potential Client

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By: Matthew Aitchison
Managing Director
Clear Vision Financial Planning

I get to meet someone new and find about who they really are; where they are now and what their dreams and aspirations are for the future. I find the stories of other people inspirational. If we can help them live a bigger future going forward, that’s very exciting

Read more…

Focus On What The Money Is For

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By: Brett Davidson
Founder
FP Advance

https://fpadvance.com/pfs/power-questions People say there are three things you should never talk about; politics, religion and money. Yet in our profession, most advisers talk about money with clients all the time. Skilled financial planners don’t do that. They focus on what the money is for and it is a key differentiator between good and great advisers.

Speak in Your Ideal Client’s Language

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By: Nicola Ellis
Director
Wellington Wealth

Once you have established your niche and your ideal client, then you need to speak their language, and capture their attention.

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How To Blow Your Clients’ Minds

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By: Brett Davidson
Founder
FP Advance

Register here When it comes to creating a great service, advisers focus on lots of different inputs. Things like their technology, their investment proposition, or their service proposition. And clearly, they’re all important to some degree.  However, in Brett’s experience, the keys to great service delivery are not these usual suspects. The truth is most

Defining Your Financial Planning Service

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By: Duncan Parkes
Director
Old Mill Financial Planning

When you set about defining your client service proposition, you want to develop something that your clients will value. Most approach it from the firm’s perspective and from the regulator’s perspective. Few actually ask clients what they truly value about the service they receive. And when they say they value ‘peace of mind’, what does

Power Podcast – Episode 3 – Neil Parker

Rob Schwarz and Scott Millar are joined by Neil Parker founder of Joslin Rhodes Lifestyle Financial Planning and the PlanHappy Financial Planning Academy.

Commercials Part 2: Pitching Your Financial Planning Service and Fees and Overcoming Objections

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By: Neil Parker
CEO
Joslin Rhodes

Neil explains how to best pitch your Financial Planning service successfully to your clients at your initial consultation. This includes how to package and present your service and how to recognise the different barriers to engagement and overcome them. Learning Objectives Explaining your service and its structure. Pitching your service packages and fees. Navigating obstacles

Power Podcast – Episode 2 – Ruth Sturkey

Rob Schwarz and Scott Millar talk to Ruth Sturkey. Ruth co-founded and led The Red House Financial Planning firm before merging it with Paradigm Norton in 2017.

Power Talks To Practitioners About Fees & Charging

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By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd

Flat fees, subscription fees, percentages of assets under management… “It doesn’t matter what you charge… just charge something.” Neil clearly defines three parts to the Lifestyle Financial Planning service Joslin Rhodes provides: Life Coaching, Financial Planning and Financial Advice. He says it’s important to remember that each has a value, and each should have a

The Move to a Full Financial Planning World

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By: Laura Ripley
Chartered Financial Planner
Handford Aitkenhead & Walker

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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Commercials Part 1: What and How to Charge for Your Financial Planning Service

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By: Neil Parker
CEO
Joslin Rhodes

Neil helps you work out what and how to charge for your Financial Planning service and describes the mechanics involved in setting your fees. It is often a sticking point for Financial Advisers but Neil shows how structuring your service offering is key to getting your clients engaged. Learning Objectives Why defining the structure of

Demonstrating Your Value To Clients

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By: Brett Davidson
Founder
FP Advance

The number one cause of Financial Adviser angst is not being able to understand your value in order to communicate it to clients. Scared of the FCA challenging your fees? It’s about your value. Worried that new clients are not engaging with you? It’s about your value. Think you need to be cheaper to be

The Business of Financial Planning

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By: Blair Anderson
Regional Director, Dimensional Global Client Group

The information on this page is for professional use only. Drawing on the results of Dimensional’s Global Adviser Benchmarks Study, Blair provides insights into the running of a Financial Planning firm both from the perspective of those transitioning to providing a full Financial Planning service and those currently providing one. Blair’s insights will cover profitability,

Power Talks Purpose, Vision, Values & Culture

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By: Ruth Sturkey
Non-Executive Director, Podcaster & Business Coach

Our guests gather to talk about the power of clearly defining Purpose, Vision, Values and Culture … Because, says Ruth Sturkey, “If you do, and you weave them together, you create an amazing business that really is a mirror into your soul.” Ruth co-founded and led The Red House Financial Planning firm, which she successfully

The Importance of Culture

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By: Tommy Watson
Client Manager
Paradigm Norton Financial Planning Limited

I’m sure like many, a mix of office and home working will become the reality, more so than before. Indeed, in our London office, we now have team members based in South Wales and North West England – they will likely only be in the office a couple of days every other week.

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10 Things Every Website needs

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By: Faith Liversedge
Storyteller
Faith Liversedge

In a remote-first world, your website is your real estate, it’s your shopfront, your receptionist, your billboard. The only visible presence you have.

Read more…

Culture in the Workplace

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By: Tommy Watson
Client Manager
Paradigm Norton Financial Planning Limited

Tommy Watson of Paradigm Norton talks about the major difference culture can have and how spending time and energy on it can really pay off, not just on the team but on clients and the business too.

Is It Time To Re-set?

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By: Brett Davidson
Founder
FP Advance

If you are interested in making your business life better, you will know there are plenty of things you should be doing. But who has got the time? In a busy life it can seem easier to just “Get on with it!” And while there are times when this approach works, eventually you hit a

The Power of Purpose

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By: David Swanwick
Head of Client Communications for EMEA, VP London
Dimensional

The information on this page is for professional use only. Having explored the key, core components of why financial planning is so valuable to clients in the Dimensional January PFS session, this presentation will explore equally important areas of purpose and vision. While many firms may believe they have a proper mission and value proposition,

From Physics to Financial Planning

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By: Jessica Geere
Trainee Financial Planner
Magenta 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

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By: Christopher Abel
Assistant Financial Planner
Mazars

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

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By: Chris Simpson
Assistant Financial Planner
Mazars

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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Purpose, Vision, Values, Culture

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By: Ruth Sturkey
Non-Executive Director, Podcaster & Business Coach

Ruth Sturkey asks some really big questions and highlights how important it is to find answers to them. Because if you do so, and you weave them together, you create an amazing business that really is a mirror into your soul.

You’re About to See What Transformation Looks Like

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By: David Scarlett
The Soul Millionaire

Chapter 1. The journey to greater impact – to doing great work – requires transformational thinking and behaviour.

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Using real life client scenarios is a powerful training strategy

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By: Pippa Oldfield
Senior Paraplanner & Assistant Manager
Mazars

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

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By: Natalie Wright
Partner
Mazars

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

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By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

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.

Verbal PR – how to win clients through storytelling

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By: Andrew Thorp
Speaker, Consultant, Trainer

This article is a follow up to the webinar – How To Win Clients Through Verbal Storytelling.

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How to Win Clients Through Verbal Story Telling

Speakers: Andrew Thorp, speaker and coach in the field of verbal business storytelling, introduces us to ‘story-selling’ and how it can improve our communication and influencing skills with prospects and clients. Andrew will be joined by Tamsin Caine, Chartered Financial Planner, Smart Financial and Smart Divorce. During this webinar you will learn: What storytelling is

How Do You Build a Niche?

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By: Tamsin Caine
Director of Financial Planning
Smart Financial, Smart Divorce

About five years ago, David Scarlett asked me who I liked working with best and who I felt I did the best job for. I had absolutely no answer for him.

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Why is Marketing a Dirty Word in Financial Advice?

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By: Charlotte Wood
Director
Rosewood Financial Planning

A successful financial adviser shouldn’t need to market themselves. They should be busy enough with Client Referrals. Or so I had been told.

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How to Ask Great Questions

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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.

Read more…

How to write your story and attract the right audience

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By: Faith Liversedge
Storyteller
Faith Liversedge

Communicating the value of financial advice Communicating the value of financial advice isn’t always easy but it is necessary if you want to retain the right clients and attract the right prospects. Faith Liversedge will show you how to: Write the perfect story Decide what you should include on your website Produce email content and

The future is what you make it

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By: Brett Davidson
Founder
FP Advance

How to thrive & survive in the current climate It’s a challenging time to be the owner of a financial planning business. Costs are rising exponentially, regulation feels out of control and every second adviser seems to be selling up. Throw in market ups and downs and a global pandemic and it doesn’t get much

Be Authentically You, in Marketing and Always

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By: Kate Holmes
Founder & Chief Innovation Officer
Innovating Advice

In this webinar, we look at what stories you might be telling and what kind of emotions they are evoking in your clients and prospects. We cover: Your website because that’s where people will go first to learn about you, your company and how best you can help them. Just how authentic and approachable are

Marketing That Works

Image of Faith Liversedge
By: Faith Liversedge
Storyteller
Faith Liversedge

Monday 9th November Marketing does not need to be complicated Buckle up and turn your volume down a bit. This 25 minute video is quite a ride. Marketing expert Faith Liversedge challenges you to stop thinking about big budgets and lots of aimless activity in favour of simplicity and precision. There really are only two

The Power of the Back Office

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By: Sian Davies Cole
Director
Plan Works

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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Technology: Add Value To Your Business Simply & Effectively

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By: Kate Holmes
Founder & Chief Innovation Officer
Innovating Advice

In this 36-minute video Kate Holmes looks at the journey from a first visit to your website to becoming a client. Then she moves to the back office to talk about how you can take some simple steps to upgrade your internal operations. Kate also talks about the four must dos to stay safe in

Change your Questions, Change Your Life

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By: Amyr Rocha Lima
Chartered Financial Planner
Holland Hahn & Wills

Wednesday 4th November Asking questions and listening to clients’ stories is big part of being a Financial Planner. But excelling in this endeavour requires a unique set of skills led by a mixture of intellectual curiosity, compassion, empathy and wonder. In this POWER webinar, Amyr Rocha Lima shares a questioning framework that gets to the

Are you Building a Business or Creating a Lifestyle?

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By: Brett Davidson
Founder
FP Advance

27 October 2020 Are you really building a business? Or are you creating a lifestyle for you and your family? Sometimes this feels like the million-dollar question. There’s no right or wrong answer, but you absolutely must know which one you’re trying to create. Failing to decide feels like standing on a cracked iceberg, with

Discover the Power of Independent Thinking

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By: Becca Timmins
Consultant, Coach, Trainer and Former Financial Planning Operations Director
When We Think

Eight years ago, I was frazzled. I was the person with the answers. I had little time or space to breathe, let alone think!

Read more…

Technology: Where Do You Start with Client Relationship Management?

David Edwards and Sarah Challenor outline the process that will make the selection and implementation of a CRM system a success.

Technology: Getting the Basics Right

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By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd

Alasdair Walker talks about the boring tech that get’s us through they day and makes all the interesting stuff work.

How to create a Financial Planning business that outlasts you

How can you sell and still see your business continue so that you, your employees and your clients benefit from the legacy you leave behind?

There is no end of content to help you become a better Financial Planner

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By: Charlotte Wood
Director
Rosewood Financial Planning

Once I found content that resonated with me, I invested significant time and sometimes money to move forward.

Read more…

The Power of Paraplanning

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By: Sian Davies Cole
Director
Plan Works

Paraplanning is definitely now more mainstream but with no specific qualification requirements nor a definitive job description, many tasks can fall under this title.

Read more…

Fixing Problems or Enhancing Lives. Where would you rather be?

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By: Scott Millar
Founder & Financial Planner
Finova Money

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 Financial Coaching adds massive value to clients and practitioners

30 September 2020 An increasing number of financial advisers are developing their proposition to include Financial Coaching. Hear from two experienced Financial Coaches: Simonne Gnessen of Wise Monkey Financial Coaching and Catherine Morgan of The Money Panel about its transformational value. Discover how Financial Coaching can change lives by uncovering critical beliefs and issues, reduce

Fees, Value & Profit: Getting the Balance Right

02 September 2020, 11 am How much should you charge for your work? Well, it depends on how well you understand and communicate your value. Get those two things in balance and the profits should take care of themselves. Brett Davidson, FP Advance shows you how to communicate your value simply and clearly, so you

Execution Excellence: The key to Business Success

11th August 2020 Download freebies visit www.fpadvance/PFS/execution Managing your business effectively comes down to one core skill – can you execute? You can have all the ideas you want, but if you can’t make them happen you’re toast. In this webinar, Brett Davidson from FP Advance takes you through the essentials. Learning objectives During this

Inspiring Leaders 13: Michael Smith

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Michael Smith, CEO of Financial Planning firm, Chamberlyns.

How to Create a Successful Merger

Wednesday 23 September 2020 60 minutes Barry Horner, CEO, Paradigm Norton and Ruth Sturkey, Client Director, Paradigm Norton London and formerly of The Red House merged their firms in 2017. Here they discuss what went well, what didn’t work so well, and the role culture plays in creating a successful outcome: getting ready to sell,

How Being Chartered is Just the Beginning, Not the End

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By: Charlotte Wood
Director
Rosewood Financial Planning

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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Money may or may not buy happiness, but it can buy survival

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By: Matthew Smith
Managing Director
Buckingham Gate Chartered Financial Planners

By Matthew Smith.

The Art of Practice Management

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By: Dominika Sieradzka-MacCuirc
Practice Management Consultant
RIE Solutions

Every Financial Planning firm needs a Practice Manager. Running a firm means having to manage operations, HR, IT, compliance, client services, marketing, finance and emotions to name but a few.

Reap the Rewards of Cashflow Modelling

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By: Rob Tedder
Client Cashflow Solutions Manager
i4C Cashflow Modelling Software

Cashflow modelling demonstrates the value you add to a client and you can stress test market movement on a client’s longterm financial plan.

Read more…

Inspiring Leaders 12: Tina Weeks

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Tina Weeks, Founder of Serenity Financial Planning.

The Power of Process

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By: Dominika Sieradzka-MacCuirc
Practice Management Consultant
RIE Solutions

Systemise 90% of what you do ensuring that you have the time to customise the remaining 10% that truly matters.

Read more…

Inspiring Leaders 11: Marlene Outrim

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Marlene Outrim, Managing Director, Uniq Family Wealth.

Life as a Young Financial Adviser

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By: Scott Millar
Founder & Financial Planner
Finova Money

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.

Read more…

Inspiring Leaders 10: Matt Smith

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By: Matthew Smith
Managing Director
Buckingham Gate Chartered Financial Planners

David Scarlett, The Soul Millionaire, talks to Matt Smith, Buckingham Gate Chartered Financial Planners.

Inspiring Leaders 9: Jo Little

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Jo Little, Chartered Financial Planner, gifted coach and CEO, Emery Little

Inspiring Leaders 8: Catherine Morgan

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Catherine Morgan, Managing Director, The Money Panel.

Webinar: The Power in your Purpose

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By: Brett Davidson
Founder
FP Advance

About this webinar When you know your purpose and have a plan to get there, you can walk through brick walls to bring your vision to life. But if you lose your ‘reason why’, it can be hard to drag yourself out of bed every day. If you’re looking for an injection of enthusiasm right

Inspiring Leaders 6: David Jones

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to David Jones, Vice President, Dimensional Fund Advisors, London.

Purpose & Vision: Building a Successful Financial Planning Business

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By: Jan Bowen-Nielsen
Coach and Trainer of Coaches
Quiver Management Limited

About this webinar Building a successful Financial Planning business seldom happens by chance. It requires passion and a clear vision as well as a great deal of hard graft. In this 29-minute video, award-winning business coach, Jan Bowen-Nielsen gives practical tips and steps for developing your enduring purpose and appealing vision. Jan will share with

Inspiring Leaders 5: Philippa Hann

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Philippa Hann, Head of Financial Services, Clarke Willmott.

Inspiring Leaders 4: Russell Facer Part Two

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Russell Facer, Managing Director, threesixty.

Inspiring Leaders 4: Russell Facer Part One

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Russell Facer, Managing Director, threesixty.

Inspiring Leaders 3: Chris Budd Part Two

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Chris Budd, Chairman of Ovation Finance, Founder of The Eternal Business Consultancy and Founder of The Initiative for Financial Wellbeing.

Inspiring Leaders 3: Chris Budd Part One

Image of David Scarlett
By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Chris Budd, Chairman of Ovation Finance, Founder of The Eternal Business Consultancy and Founder of The Initiative for Financial Wellbeing.

Inspiring Leaders 2: Ruth Sturkey

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Ruth Sturkey, Client Director London, Paradigm Norton

Inspiring Leaders 1: Alan Smith

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By: David Scarlett
The Soul Millionaire

David Scarlett, The Soul Millionaire, talks to Alan Smith, CEO of London City-based Capital Asset Management.

Top 10 Tips for Using a Financial Coaching Approach

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By: Chris Budd
Chairman
Ovation Finance & The Eternal Business Consultancy

Here are Jan Bowen-Nielsen and Chris Budd’s top 10 tips for using a coaching approach to increase client engagement.

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Coaching books for Financial Planners

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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

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By: Chris Budd
Chairman
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

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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.

Read more…

Clients & the Power of Love

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By: Gemma Siddle
Eldon Financial Planning

If you don’t feel the love for your clients, why work with them? By Gemma Siddle.

Read more…

Piercing the Surface

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By: Natalie Wright
Partner
Mazars

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.

Read more…

Bringing Money to Life

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By: Ruth Sturkey
Non-Executive Director, Podcaster & Business Coach

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.

Read more…

Use of coaching

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By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd

Having recently undertaken a business coaching certification, Alasdair Walker found one of the benefits was an opportunity to reflect on his interaction with clients, particularly in the first meeting. Alasdair talks about a resulting change of approach mixing coaching skills with fact find.

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Person before problem

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By: Jan Bowen-Nielsen
Coach and Trainer of Coaches
Quiver Management Limited

Who is talking? Asks Jan Bowen-Nielsen. Have you been in client meetings and found yourself doing most of the talking? You might be keen to share product knowledge, to show your expertise, or you may just want to be liked and to build rapport.

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Types of Coaching

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By: Chris Budd
Chairman
Ovation Finance & The Eternal Business Consultancy

In financial advice, two types of coaching have been rising in prominence over recent years: ‘pure’ coaching, and financial coaching. Although they share a name, there are differences. Chris Budd explains.

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The Power to Change Lives

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By: Anthony Villis
Managing Partner
First Wealth

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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What it Takes to be a Good Financial Planner

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By: Chris Bowmer
Director
Fortitude

“The job of a planner is 95% people skills and 5% technical skills, but you need to know 100% of the 5% technical”. Here are Ten Qualities.

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(Why) Don’t all Financial Advisers do it this Way?

Image of Frank Donlon
By: Frank Donlon
Financial Planning Client

Like many people I came to financial advice in mid-life, arguably far too late.

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