Hundreds of global insights from innovative financial planners.

Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.

Oct 25, 2018
3 min

The 4 keys to getting into your clients world

May 25, 2018
2 min

Want clients for life? The one thing you MUST do

Oct 12, 2017
4 min

Why You Need to Say ‘No!’

Feb 2, 2017
5 min

Moving Forward: The Importance of Client Profile

Mar 22, 2015
4 min

Spring Cleaning Your Client List

Jan 7, 2015
4 min

Creating Engaged Clients

Dec 10, 2014
3 min

“Skills Pay The Bills”: Mastering The Art of First Meetings with New Clients

Sep 11, 2014
2 min

Professional Connections: Panacea or Problem

Apr 21, 2014
2 min

Client Communication: Tips From The Pros

Jan 28, 2014
3 min

How Much Should I Charge?

Jan 21, 2014
3 min

The Value For Clients

Dec 9, 2013
3 min

The Clients View….. Statistics to make you sit up and think.

Nov 21, 2013
3 min

How To Supercharge The Review Meeting.

Oct 30, 2013
2 min

Icing On The Cake

Oct 10, 2013
5 min

First Meeting Mistakes: The Round Up

Oct 2, 2013
3 min

Don’t Do Things By Halves

Sep 20, 2013
3 min

First Meeting Mistake 7: Not Asking Searching and Interesting Questions

Sep 12, 2013
2 min

First Meeting Mistake 6: Committing The Client To All Three Phases

Sep 5, 2013
3 min

First Meeting Mistake 5: Fluffing The Fee Discussion

Sep 2, 2013
3 min

Hundreds of global insights from innovative financial planners.

The 4 keys to getting into your clients world

Want clients for life? The one thing you MUST do

Why You Need to Say ‘No!’

Moving Forward: The Importance of Client Profile

Spring Cleaning Your Client List

Creating Engaged Clients

“Skills Pay The Bills”: Mastering The Art of First Meetings with New Clients

Professional Connections: Panacea or Problem

Client Communication: Tips From The Pros

How Much Should I Charge?

The Value For Clients

The Clients View….. Statistics to make you sit up and think.

How To Supercharge The Review Meeting.

Icing On The Cake

First Meeting Mistakes: The Round Up

Don’t Do Things By Halves

First Meeting Mistake 7: Not Asking Searching and Interesting Questions

First Meeting Mistake 6: Committing The Client To All Three Phases

First Meeting Mistake 5: Fluffing The Fee Discussion

Knowing When (& What) To Dangle

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