Choice

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.

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!

By: Alasdair Walker

Managing Director

Optimum Path

By: Duncan Parkes

Director

Old Mill Financial Planning

By: Rob Schwarz

Founder & Financial Planner

Finova Money

By: Scott Millar

Founder & Financial Planner

Finova Money

By: Carrie Bendall

Head of Content

Every individual has their own interpretation of financial planning, each financial adviser has their own individual way of delivering a financial planning service to their clients. How can our financial planning profession advance if we are not all heading in the same direction? POWER Planning seeks to solve this challenge. Designed by financial planning practitioners

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.

By: Andy Hart

Founder & Financial Adviser

Maven Adviser, Humans Under Management, Maven Money Podcast

How to build cashflow plans live with clients and what to focus on in order to get clients to take action. What key financial levers we have to impact our client’s financial outcomes.

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.

By: David Swanwick

Head of Client Communications for EMEA, VP London

Dimensional

This session seeks to provide a robust framework around how advisers can communicate their value and answer client questions effectively and clearly.

Christine – a Life Planning client talks about her experience.

Yvonne – a Life Planning client talks about her experience.

Simon & Nicki – – a Life Planning clients talk about their experience.

John – a Life Planning client talks about his experience.

Rita & Gavin – a Life Plannings client talk about their experience.

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.

By: Dennis Hall

CEO

Yellowtail Financial Planning

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