The Financial Planning Association (FPA) welcomes the new faces of financial planning to the professional body after already breaking 1,000 new members in financial year 2012-2013. Female financial planners represent 32% of the new membership; Generation X represents 48%; and Generation Y represents an overwhelming 40%. Mark Rantall, CEO of the FPA believes the new [...]
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I’m beginning to think financial planning is a profession filled with psychopaths. After some 28 years of helping people with their lives and their money, I am convinced that it is a conscious appreciation of your emotions and behaviour towards money that is the single most important factor in you achieving your goals, flourishing in [...]
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Financial and professional services as industries have been incredibly slow to adapt and evolve to using new methods of engaging with existing and prospective clients through Social and Digital Media. Despite what most so called Social Media experts will tell you there is good reason for this. The idea of viral videos, content distribution and [...]
continue reading2012 has thrown up a number of significant challenges for advisers but the one that has caused no end of frustration has been the issue of staff recruitment. Many owners of financial planning businesses have found that what they thought would be a relatively straight forward recruitment exercise turned out to be a marathon effort, often with [...]
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Welcome to the latest CPD article from Ray Griffin in which he explores what for some is the most difficult thing to do in professional practice – to ‘let a client go’. Ray helps you realise when it’s not working between you and a client and then guides you through the letting go, with a [...]
continue readingThe key to successful professional networking is as simple as creating a win-win…everyone know that. Advisers historically – for all their networking and personal sales and relationship management skills – have not been terribly successful at creating long-term professional networking circles that continually deliver the right type of prospects though. Why? Generally because they don’t [...]
continue readingIn my role as a specialist coach to Financial Advisers I get the privilege of speaking to your clients and finding out what they like and what they don’t like; why they choose you and why they don’t and I’d like to share some feedback with you, perhaps you can learn from the mistakes of [...]
continue readingSettle down now – this is a paper on the other ‘F Bomb’, the one that now is a must for every financial adviser. That four letter word is of course ‘Fees’ and this latest paper is designed to help you discuss your fees with clients. For very many advisers the prospect of speaking about [...]
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Oct
2012
To be able to attract, develop and retain the right paraplanning staff for your business it’s crucial first to fully understand what paraplanning is as well as the different types of paraplanning roles within the industry. The Collins English Dictionary defines a paraplanner as “a person who assists a financial planner, especially in compiling reports [...]
continue readingExcellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need – often to survive. For female excellence in advice, the role doesn’t end as the client walks out the door, it’s an ongoing relationship of advice, [...]
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