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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.

    “Skills Pay The Bills”: Mastering The Art of First Meetings with New Clients
    • Dec 10, 2014
    • 3 min

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

    • Jan 21, 2014
    • 3 min

    The Value For Clients

    • 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 21, 2013
    • 3 min

    Are You A Vampire Adviser?

    • Aug 7, 2013
    • 3 min

    You Talk Too Much

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