Carrie Bendall

Financial crime and misconduct rarely arise from a single bad actor or moment. This session explores the behavioural mechanisms behind compromised judgement, regulatory breaches and client harm.

Financial crime and misconduct rarely arise from a single bad actor or moment.

Episode 6 - A change in leadership style, creating a Community, team growth, elevating our relationships with clients, purposeful inclusion of our business partners. What would we have done differently?

Personal financial planning can be seen by clients as a technical profession, involving numbers and products. People often don’t get financial advice for fear of what the numbers will show, or because they think they are just going to be ‘sold’ a product, one they are not sure they really need.

Money is a means to an end; it enables or disables how we live our lives. So before talking about money, personal finance professionals have the challenge of helping clients think about what they want from their life.

The five Consumer Outcomes POWER Planning seeks to deliver are: Clarity, Connection, Choice, Control and Confidence. Underpinning the achievement of these outcomes is a consumer-focused approach to financial planning.

Episode 5 - How we launched Beyond Finance, carried the important parts of our heritage forwards and introduced the rebranded Beyond Finance Charitable Trust.

Episode 4 - We begin with the end in mind, consistent communication through the lens of our newly formed Community, staying authentic and having character rather than personality traits.

Episode 3 - How we became thinking partners to clients, applied a financial planning model, introduced a new investment review process and communicated these changes to clients.

Episode 2 - We review the client research, the new messaging that emerged, the employee focus groups and the appointment of a design agency.

Episode 1 - Established as County Financial in 1985, transformed into Beyond Finance in 2023, driven by client feedback, employee focus groups and core beliefs.

Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?

Learnings from over a decade of working with Financial Planners and talking to their clients. Some thoughts for coaching clients and deeper client conversations.

You’ve taken on a new client, given them a great initial Financial Planning experience, followed up with an Annual Planning Meeting and are wondering what now? By Garry Hale.

Prior to a first meeting, setting the right expectations in clients’ minds is vital.

Broadly speaking, six steps are considered to form the foundation of a Financial Planning process used with clients.

The number of client meetings and time taken differs from firm to firm as they adapt a Financial Planning process that works for them. By Carrie Bendall.

Many people focus on making money rather than discovering how much they actually need during the course of their lifetime. Imagine how you would feel if you knew you had enough money, not just to do the things you want, but to help others too.

The job of a Financial Planner is 95% people skills and 5% technical skills, but you need to know 100% of the 5% technical.