5 big blog topics for Financial Planners
One of the easiest ways for Financial Planners to come up with blog topics that prospective clients want to read...
Six weapons of influence for Financial Planners
I had a fascinating conversation last week, during a strategic planning session with a client. His business partner has been...
Lessons from a successful world record attempt
I spent most of Saturday working as part of a small team of volunteers attempting to set a new world...
Every runner has a reason
It's that time of the year again when we watch the London Marathon on our television screens and feel inspired...
Better client video calls with these 3 tools
Video conferencing is growing in popularity for Financial Planners, for a whole raft of reasons. It saves a great deal...
Demonstrating ongoing value as a Financial Planner
I received an interesting enquiry from a Financial Planner last week. Despite his no doubt excellent service, some of his...
Social media writer’s block: what to write when you’ve got nothing to say
Social media can be a hungry beast. You need to keep it well fed, or it falls into a deep...
Digital marketing shift: lessons for Financial Planners
Something interesting is happening in the world of marketing. Big organisations are increasingly shifting their spending away from 'traditional' marketing...
Financial Planner Trust Gap: 10 Things I Wish I’d Known Earlier to Bridge It
Picking up the phone or sending an email to a Financial Planner for the first time; it's a big deal....
Making the most of the new FCA Directory
Times are changing in the land of financial services regulation. The introduction of the Senior Managers & Certification Regime (SM&CR)...