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.

Sep 25, 2017
2 min

Suitability and syntax – cracking client reports

Feb 13, 2017
3 min

Public Speaking or Dying

Feb 19, 2015
4 min

Talking Aussie: Brett & Jim

Jan 7, 2015
4 min

Creating Engaged Clients

Nov 7, 2014
1 min

War on complex language, jargon and passive sentences

Apr 21, 2014
2 min

Client Communication: Tips From The Pros

Jan 21, 2014
3 min

The Value For Clients

Nov 21, 2013
3 min

How To Supercharge The Review Meeting.

Nov 15, 2013
4 min

Say It Loud (& Proud)

Nov 7, 2013
2 min

The Importance of Delivering Outcomes

Oct 30, 2013
2 min

Icing On The Cake

Oct 23, 2013
2 min

High vs Low. Where Do You Sit?

Oct 14, 2013
3 min

2014 – how was it for you?

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

Knowing When (& What) To Dangle

Aug 22, 2013
2 min

Hundreds of global insights from innovative financial planners.

Suitability and syntax – cracking client reports

Public Speaking or Dying

Talking Aussie: Brett & Jim

Creating Engaged Clients

War on complex language, jargon and passive sentences

Client Communication: Tips From The Pros

The Value For Clients

How To Supercharge The Review Meeting.

Say It Loud (& Proud)

The Importance of Delivering Outcomes

Icing On The Cake

High vs Low. Where Do You Sit?

2014 – how was it for you?

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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