Financial Planning Roles
How to become a Financial Adviser
I hope you share the same passion I have for being a Financial Adviser delivering Financial Planning. It’s about people and relationships.
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Practical tips for fast tracking your financial planning career
Challenges facing new financial planners include more skill than experience, confidence, finding new business and career opportunities.
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Maximising Introducer Relationships
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
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
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?
Grow the Pie
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
Business growth seems to require more advisers, yet more financial advisers (hired too early) stunt your business growth.
Perspectives on Client Segmentation
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
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)
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)
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
By: David Scarlett
The Soul Millionaire
Attract clients who are fulfilling, fascinating and fun – Part 2
Schedule, Commit, Complete
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
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
Getting your pricing right is the most important issue for any business.
Attract clients who are fulfilling, fascinating and fun – Part 1
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
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
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
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)
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
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
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
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
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
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
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
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
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.
How to build your perfect support team
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
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
Practical strategies to elevate your financial planning firm’s marketing—attract the right clients, build your brand, and grow your business.
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Build recruitment into your strategy from day one
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
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 allowing them to start sweeping
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.
The keys to selling yourself and your service
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional
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.
Pricing your services, revisited
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.
Implementation fees are a barrier to doing business, or are they?
There’s a lot of industry chatter about implementation fees.
Why every financial planner should have a coach?
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.
How to handle challenging conversations with clients
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.
“This is your captain speaking …”
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.
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The difference between vision and strategy and why it matters
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?
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How to politely disengage clients
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
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?
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First Meetings: Tilting the Odds of Success
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
You’re approaching, or have just broken through, the £1m annual revenue mark.
What makes you different and why it matters?
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
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
There are three certainties if you run (or aspire to run) your own financial planning business.
Why clients will pay you more. And happily!
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
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
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional
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
Creating happy, enthusiastic, loyal financial planning clients for life requires you to do one thing well, and consistently. So, what is that one thing?
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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
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
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
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
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
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
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
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
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
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
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
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
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
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
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional
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
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.
What I Have Learned Since Finding My Niche
Niche means we receive far more enquiries from professional connections, friends, social media and internet searches amongst others.
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Bringing the Next Generation Into Our Profession
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
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.
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Applying Effective Communication for Referrals and Business Development
Business development is a major challeng facing financial advisory and wealth firms. Also most new business for financial advisers comes from referrals.
Are You Walking Your Talk?
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
If you want to crack your marketing and lead-generation wide open, you’ve got to promote yourself as a niche driven expert.
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.
Building Your Brand – My Journey
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.
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What It Means to Tell a Good Story About Your Business
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.
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POWER Talks to Practitioners – How to Grow Your Brand
Join us for our monthly POWER Talks session as Brian Hill discusses building a brand with a panel of practitioners.
Market Yourself Like A Pro
Marketing is a massive topic. Everyone feels like they should do some, but they don’t always know why and how.
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.
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.
Using the Voice of the Client to Drive 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.
Keeping Your Clients On Track
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.
POWER Talks to Practitioners – Becoming a B Corp
Join host Alasdair Walker as he talks to Anthony Villis of First Wealth and others about becoming a B Corp
B Corp – The Future of Business
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
Back of a Napkin Financial Plan Part 2: Using the Matrix Book
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
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.
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.
Building Deeper Financial Advisory Relationships with Women
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?
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The Practice Manager – Why You Need One
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 …
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The Six Steps to Selling Your Financial Planning Business
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.
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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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POWER Talks to Practitioners – Client Advisory Boards
he 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.
Content Marketing
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.
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How To Make Recommendations Clients will Follow
Presenting your recommendations to new clients effectively can make or break you as an adviser. And it’s tricky.
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
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional
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 in meeting their objective of attracting and retaining ideal clients.
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
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
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
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
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Focus On What The Money Is For
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.
How To Blow Your Clients’ Minds
When it comes to creating a great service, advisers focus on lots of different inputs.
Defining Your Financial Planning Service
When you set about defining your client service proposition, you want to develop something that your clients will value.
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
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
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
Flat fees, subscription fees, percentages of assets under management… Alasdair’s charging structure incorporates both a flat Financial Planning fee and an escalating tier of percentage charging for clients that choose to invest with his firm. Alasdair’s fees are clearly laid out on the firm’s website for complete accountability and transparency. There is a flat fee
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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Commercials Part 1: What and How to Charge for Your Financial Planning Service
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
Demonstrating Your Value To Clients
The number one cause of Financial Adviser angst is not being able to understand your value in order to communicate it to clients.
The Business of Financial Planning
By: Blair Anderson
Regional Director, Dimensional Global Client Group
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, the key challenges faced, and the characteristics shared by successful
Power Talks Purpose, Vision, Values & Culture
Our guests gather to talk about the power of clearly defining Purpose, Vision, Values and Culture.
10 Things Every Website needs
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.
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Is It Time To Re-set?
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?
The Power of Purpose
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, not all firms spend the time to understand the definitions
You’re About to See What Transformation Looks Like
By: David Scarlett
The Soul Millionaire
The journey to greater impact requires transformational thinking and behaviour assuming you want to create something meaningful.
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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 and the Value of Advice
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
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
Andrew Thorp, speaker and coach in the field of verbal business storytelling, introduces us to ‘story-selling’ and how it can improve our communication.
How Do You Build a Niche?
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?
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
Do you remember Mikhail Gorbachev? He was the last leader of the Soviet Union, and played a pivotal role in dismantling the Cold War.
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How to write your story and attract the right audience
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.
The future is what you make it
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.
Marketing That Works
Faith Liversedge challenges you to stop thinking about big budgets and lots of aimless activity in favour of simplicity and precision.
The Power of a Great 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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Change your Questions, Change Your Life
Asking questions and listening to clients’ stories is big part of being a Financial Planner.
Are you Building a Business or Creating a Lifestyle?
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.
Discover the Power of Independent Thinking
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!
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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
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
Training I have undertaken and resources I have found useful. What’s exciting is I can ‘feel’ that I am a better Financial Planner than I was only last year.
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The Power of Paraplanning
Paraplanning is definitely now more mainstream but with no specific qualification requirements nor a definitive job description, many tasks can fall under this title.
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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 Financial Coaching adds massive value to clients and practitioners
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 anxiety by overcoming
Fees, Value & Profit: Getting the Balance Right
How much should you charge for your work? It depends on how well you understand & communicate your value. Get those two things in balance.
Execution Excellence: The key to Business Success
Managing your business effectively comes down to one core skill – can you execute?
Inspiring Leaders 13: Michael Smith
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
Barry Horner, CEO, Paradigm Norton and Ruth Sturkey, Client Director, Paradigm Norton London and formerly of The Red House merged their firms in 2017.
How Being Chartered is Just the Beginning
A list of ‘nevers’, achieving Chartered Financial Planner status, a year by myself, giving birth and why I created my own online ‘village’ community.
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The Art of Practice Management
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.
How We Run First Meetings with Clients
Neil Parker, CEO, demonstrates how first meetings are run at Joslin Rhodes Lifestyle Financial Planning Ltd.
Inspiring Leaders 12: Tina Weeks
By: David Scarlett
The Soul Millionaire
David Scarlett, The Soul Millionaire, talks to Tina Weeks, Founder of Serenity Financial Planning.
The Power of Process
Systemise 90% of what you do ensuring that you have the time to customise the remaining 10% that truly matters and prioritise automatisation.
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Inspiring Leaders 11: Marlene Outrim
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
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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Inspiring Leaders 10: Matt Smith
David Scarlett, The Soul Millionaire, talks to Matt Smith, Buckingham Gate Chartered Financial Planners.
Lifestyle Financial Planning: Turn Theory into Practice
Neil Parker, CEO, Joslin Rhodes demonstrates how to turn the theory of Lifestyle Financial Planning into a practical and easily repeatable financial advice service.
Future Proof Your Client Review Service
Most advisers spend most of their time delivering annual reviews to existing clients. If you want to generate more referrals from those review meetings, then they better be good and they better add value.
Inspiring Leaders 9: Jo Little
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
By: David Scarlett
The Soul Millionaire
David Scarlett, The Soul Millionaire, talks to Catherine Morgan, Managing Director, The Money Panel.
POWER Webinar: How to Build a Successful Lifestyle Financial Planning Business
This is the story of Joslin Rhodes and how to build a successful Lifestyle Financial Planning business.
The Power in your Purpose
When you know your purpose and have a plan to get there, you can walk through brick walls to bring your vision to life.
Inspiring Leaders 6: David Jones
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
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.
Inspiring Leaders 5: Philippa Hann
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
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
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
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
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
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
By: David Scarlett
The Soul Millionaire
David Scarlett, The Soul Millionaire, talks to Alan Smith, CEO of London City-based Capital Asset Management.
Webinar: Turnaround Your Business, A 5 Point Plan for Getting Things on Track
When all around is changing fast, you need to act with speed. In this 27 minute POWER Webinar, Financial Planning Business Expert, Brett Davidson presents the 5 key things you should have in your plan.
10 Great Tips for Using a Financial Coaching Approach
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
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
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
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.
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Clients & the Power of Love
By: Gemma Siddle
Eldon Financial Planning
From the first meeting we create an opportunity for clients to speak and feel what it’s like to be listened to. Sometimes for the first time.
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Piercing the Surface
Focus on achieving good outcomes for clients and you have the foundations of a Financial Planning proposition already in place.
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Bringing Money to Life
By: Ruth Sturkey
Non-Executive Director, Podcaster & Business Coach
Our aim with PFS POWER 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.
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Use of coaching
Having recently undertaken a business coaching certification I found one of the benefits was an opportunity to reflect on interaction with clients.
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Person before problem
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 for Financial Advice
In financial advice, two types of coaching have been rising in prominence over recent years: ‘pure’ coaching, and financial coaching.
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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.
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What it Takes to be a Good Financial Planner
By: Carrie Bendall
Head of Content
The job of a Financial Planner is 95% people skills and 5% technical skills, but you need to know 100% of the 5% technical.
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(Why) Don’t all Financial Advisers do it this Way?
By: Frank Donlon
Financial Planning Client
Like many people I came to financial advice in mid-life, triggered by a move from secure employment status in a large multi-national to self-employment.
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