Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.
The truth will set you free but first….
5 things we should focus on to build trust and bridge the succession gap
The Annual Review is outdated
To improve trust in financial planning we must give public more power
Regulation Worries
“Stop Following Tradition. Start Leading Effectively”
How Not To Retain Talent
Influence at NextGen’s 2019 Conference
Adviser Lounge – Come And Join Us On The Sofa!
Skilled financial coaching, “it’s a game changer”
Some Brief Thoughts on Leadership
The key to successful client presentations
The Secret To Attracting – And Keeping – Young Talent
The pursuit of the elusive financial adviser role and the right candidate
Second Opinions
Financial adviser or couples mediator?
P2P – advisers and the FCA
Woodford Fall Out
Reflections of an ex-PFS President
3 Myths Financial Advisers Tell Themselves About Charitable Giving
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