Power 5

Quick and useful video messages from Financial Planning practitioners.

Our Experience Moving to a Fixed Fee Structure

Tom’s 36 year old firm moved to a fixed fee structure a couple of years ago. “I’m not a fixed fee evangelist,” says Tom. “This just felt like the right thing for us, and the right thing for our clients. We’ve still got work to do, we are still transitioning clients over, but the firm is really pleased we made the switch.”

The Value Financial Planning Creates for Clients

“I’ve never seen a topic generate quite as much debate, particularly on social media, as fees can do,” says Alasdair Walker. “What matters is you have a fee structure you are comfortable with, confident in explaining and able to show the value you give.”

Culture in the Workplace

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.

Purpose, Vision, Values, Culture

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.

Big Questions versus Little Questions

Neil Parker suggests you have to ask a lot of little questions that may attract a binary answer until you get to the big human question.

Financial Planning brings opportunity

Natalie Wright of Mazars talks to us about why Financial Planning brings benefits to our clients, our businesses and the overall profession.

My Mental Health Experiences in Lockdown

I am the last person to talk openly about my feelings or ask for help. I have never had any previous mental health issues and so was knocked for six when it happened to me.

Self Management and Self Disclosure

Catherine talks about knowing how much to share about ourselves and our own relationship with money in order to harbour trust and connection with clients.

Catherine Morgan

The Power of Cashflow Forecasting in Divorce

Tamsin Caine and Fiona Sharp share their thoughts about using cashflow modelling as a powerful tool to help clients going through separation and divorce.

Let’s Discuss Cashflow

Alasdair Walker, Managing Director of Handford, Aitkenhead and Walker: lets discuss cashflow and Maslow’s hierarchy of needs.

Life After Lockdown

Matt Smith, Managing Director at Buckingham Gate Chartered Financial Planners contemplates life after lockdown finally lifts.

Doing Some Good

Clémence Chatelin, Senior Financial Planner at Paradigm Norton.Sustainable Investing: Doing some good for you and your clients.

Change your Mindset

Natalie Wright, Director, Mazars, Leeds: How a change in mindset can change our behaviour.

The Importance of the Job

Anthony Villis, Managing Partner, First Wealth, the importance of the job we do as Financial Planners and grasping the opportunity that lies ahead.

On Podcasting

Sharon Sutton, Managing Director, Thornton Chartered Financial Planners on podcasting: why, what and how to share.

Keep Going Forward

Duncan Parkes, Compliance Director, Old Mill, the opportunity to keep going forward not back.

Stay Focused

Damien Rylett, CEO, Brunel Capital Partners, shares some things he does to stay focused including journaling.

Improving Video Conferencing

Alasdair Walker, Managing Director of Handford, Aitkenhead and Walker, with some top tech tips for improving video conferencing.

Equipped for the Current Health Crisis

Garry Hale, owner HK Wealth, talks about 18 years in business and being equipped for the current health crisis.

Communication During the Coronavirus Crisis

Ruth Sturkey, Client Director, Paradigm Norton, talks about team and client communication during the Coronavirus crisis.