What is your client really trying to tell you? A while back I wrote a blog called Skills Pay The Bills, about the importance of asking great questions at first meetings with new prospective clients. Neil Bailey, a very experienced adviser at Fortitude Financial Planning emailed me after reading the …
Photo: Brett Davidson, Switzerland, Oct 2015 Create your way to success Attending the IFP conference is always a great experience. The sessions are inspiring and you have the opportunity to have great conversations with your friends and peers. Like anything though, it’s what you do afterwards with what you’ve learned …
George Kinder: UK & USA I first met George Kinder a few years after arriving in the UK. His Life Planning movement has provided a new and exciting guiding framework for advisers who are committed to delivering transformative advice to their clients, all around the world. As I wrote about …
Shane Mullins of Fiscal Engineers Shane Mullins is without a doubt one of the leaders in the financial planning profession. Fiscal Engineers is the business he founded many moons ago and it continues to be a leader and innovator in the industry. The business is built around a first rate …
Turning Services Into Experiences Financial planning, when it’s done right, is a pretty amazing experience. A prospective client comes to see you in the belief they’ve simply got a pension or investment problem, and ends up (a few weeks or months later) with a plan that’s changed their life and …