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.