Power 5

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.”

“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.”

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.

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.

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.

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

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.

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.

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

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

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

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

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

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

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

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

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

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

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

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