By Steven Martin The first meeting between a financial adviser and a prospective client is the most important point in the Financial Planning journey: first impressions count and the first meeting is the vital moment where both adviser and client weighs up whether they are right for each other. The best outcome of a first meeting is a second meeting …
David Hearne @dontdelay from Satis Asset Management Snippet: Full episode
This month’s featured podcast is with Dom Spalding & Jonathan Hunt…
To subscribe in iTunes, please search for The Adviser Gap Podcast For Spotify, click here There are many talking points up for debate in the world of financial planning; active vs passive investing, charging based on assets or flat fees, life planning or financial advice? You’ve probably heard and read many a discussion or blog post on these topics and …
Kevin Deamer from KMD Private Wealth Management and Craig Palfrey from
Penguin are our featured podcasts this month. Read more…
Russ Haworth from Proposito Financial Planning Ltd and
Lee Robertson from Investment Quorum are our featured podcasts this month. Read more…
Nick Taylor from Lonsdale Financial Consulting Ltd @cherrypicklife Snippet: Neil Bailey from Fortitude Financial Planning Ltd @fortitude_neil Snippet: Full episode Full episode Subscribe to our Podcast
This month’s featured pods from our Financial Life Coach Podcast Brian Hill from Jones Hill @KinesicsFS Snippet: Joel Adams from LIFT-financial @joeladamsFPFS Snippet: Full episode Full episode Subscribe to our Podcast
This month’s featured pods from our Financial Life Coach Podcast Nick Lincoln from Values to Vision Financial Planning @hattipnick Sam Sloma from Engage FS @samsloma1 Nick Lincoln from Values to Vision Financial Planning @hattipnick Sam Sloma from Engage FS @samsloma1 Subscribe to our Podcast
This month’s featured pods from our Financial Life Coach Podcast Stephen Jones from Cooper Parry Wealth @wealthcp Pete Matthew from Jacksons Wealth Management and Meaningfulmoney @PeteMatthew Subscribe to our Podcast
This month’s featured pods from our Financial Life Coach Podcast Max Keeling from Ignite @_maxkeeling Ruth Sturkey from Paradigm Norton @ruthsturkey Subscribe to our Podcast
Here are a couple of tasters from our Financial Life Coach Podcast – have a listen and do subscribe to our podcasts by clicking the button below! Marlene Outrim from UNIQ Family Wealth: @UNIQfw Adam Carolan from Xentum: @adam_xentum Subscribe To Our Podcast
By Damien Rylett: “In my last article, I discussed the importance of positioning before a meeting takes place. This article continues this theme before we move into the meat of the actual meeting.
Your messaging extends beyond your “official” company communications to your entire public persona. It all has to fit together. Constantly ask yourself: What does your website, messaging, social media, etc. say about you? Is your self-presentation, even…
By Damien Rylett: In this series of articles, I will discuss the key components of a first client meeting and how you could approach it to achieve better outcomes for you, your prospects and your clients. “Most people looking to move to lifestyle financial planning focus on their soft skills—their non-verbal communication, what kind of questions they ask clients, their listening skills and…
Listen to our podcast with Alan Smith on “Why you need to learn, practice, be brave and gather feedback” amongst other discussion topics
Listen to Steve Martin discuss with Brian “Why he helps clients to do something important to them” and other subjects
Steve and Adam on our podcast discussing “Why getting to know clients takes time” and various other subjects
By Damien Rylett: What exactly is it that sets a successful Financial Planner from one who is struggling or failing in their career? Can success as a Financial Planner be chalked up to intelligence level or sales skill or experience or is it just good fortune? There is no one correct answer for these questions but we will use a …
A Chartered Financial Planner is expanding a training academy for planners that he launched last year. Steve Martin CFPTM Chartered MCSI, is to run a… Source: James. Read more…