Financial Planning

Who is paying who for financial advice will become the biggest question in consumers minds as the industry stakeholders continually and very publicly debate fees, commissions and conflicts of interest in financial services. For many…

We like constant output…constant revenue coming in the door is the output we seek right? Too often financial advice businesses struggle to achieve constant output though…it gets a bit “peak and trough”. Well…when we have…

We need to get the “Value Of Advice” message out more effectively as it just doesn’t appear to be resonating with enough of the consumers, particularly in challenging times. There has been an increasing emphasis…

One of the biggest issues for advisers is to get clients saving more. Getting them to do now what will be good for later means deferring instant gratification and the constant “we wants”, even in…

“Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would…

“Is that adviser working for you?” is a question that is being constantly thrown at consumers, and there is some merit in it. Which financial adviser is going to be right: the one who charges…

ok…maybe it isn’t appropriate for professionals to actually send virtual hug memes. But then, maybe it is. It all depends on the relationship you have with the client doesn’t it? For some it might indeed…