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    Hundreds of global insights from innovative financial planners.

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

    Suitability and syntax – cracking client reports
    • Sep 25, 2017
    • 2 min

    Suitability and syntax – cracking client reports

    Public Speaking or Dying
    • Feb 13, 2017
    • 3 min

    Public Speaking or Dying

    Talking Aussie: Brett & Jim
    • Feb 19, 2015
    • 4 min

    Talking Aussie: Brett & Jim

    Creating Engaged Clients
    • Jan 7, 2015
    • 4 min

    Creating Engaged Clients

    War on complex language, jargon and passive sentences
    • Nov 7, 2014
    • 1 min

    War on complex language, jargon and passive sentences

    Client Communication: Tips From The Pros
    • 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

    Why podcasting is so powerful

    1
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