It takes two to tango
It takes two to tango
You’ll never get any sort of commitment from your client during an initial consultation, if their partner isn’...
12
Apr
06
Apr
You can’t do great Financial Planning with the puppet – you need the master
You can’t do great Financial Planning with the puppet - you need the master
Something you’ll need to look out for is the ‘puppet and...
29
Mar
Let’s throw the fact find in the bin
Let's throw the fact find in the bin
As lifestyle financial planners, we need to show that we know our clients - otherwise, how can ...
22
Mar
What to do with Internet Johnny
What to do with Internet Johnny
Isn’t the internet wonderful? 20 years ago, when you wanted the answer to something, you had to ask...
15
Mar
Is what you think you are selling the same as what your client thinks they need to buy?
Is what you think you are selling the same as what your client thinks they need to buy?
Have you ever considered whether the service...
08
Mar
Beware the tinker man
Beware the tinker man
You’ll come across many personality types, and character traits, as a Lifestyle Financial Planner - and we’ve ...
01
Mar
Neil’s Guide to Winning a Financial Planning Beauty Contest (Stop Laughing At The Back🤣)
Neil's guide to Winning a Financial Planning Beauty Contest (Stop Laughing At The Back🤣)
Wondering what financial planning has to do...
22
Feb
What would Fireman Sam be if there were no fires?
What would Fireman Sam be if there were no fires?
Reluctance to retire is an interesting and common phenomenon. Even when we have e...
15
Feb
Why you can’t do great financial planning without cheesecake
Why you can’t do great financial planning without cheesecake
It’s really important to open your client’s eyes to the concept of time...
08
Feb
How much should you be charging for your Lifestyle Financial Planning service?
How much should you be charging for your Lifestyle Financial Planning service?
This is a common question. In fact, one of the most ...