Should you be offering a financial planning service in addition to your product advice/ intermediation service? Could that bring in eight times more clients? Imagine eight people looking for financial planning. Picture this. There are two financial planners. A conventional asset-based-fee financial planner (FP) and a fee-for-service non-intermediating financial planner (NIFP). What if I told … Continue reading The 7 Prospects You Turn Away: If your name’s not on the list you’re not coming in.
Money Marketing Interactive 16 -19 November 2020 There are three key reasons why life planning is now the must learn skill for financial planners, discover more by joining me at Money Marketing Interactive 16 - 19 November 2020. Find out more and register at mmi.moneymarketing.co.uk. The three key reasons are: The commoditisation of investment returns. … Continue reading How important is life planning in the future of financial planning?
The Academy of Life Planning now offers a digital end-to-end non-intermediating financial planning ‘off the peg business in a box’ for a global network of advisers, as featured in the article in New Model Adviser in March 2020. And, endorsed by the Kinder Institute on Twitter. It’s called The GAME Plan Generator. Academy of Life … Continue reading Academy of Life Planning and The Financial Freedom Forecaster