Introducing Partner Parade Flipside: The Ultimate Cash Forecast App

You can download a complimentary 60-minute video recording of the demo. Introduction: Managing finances effectively and planning for the future can often feel overwhelming and complicated. But what if there was a simple, user-friendly solution that could help you easily forecast your income and expenses for an entire year? Enter Flipside, the revolutionary cash forecast … Continue reading Introducing Partner Parade Flipside: The Ultimate Cash Forecast App

Unlocking Financial Success: The Power of Proper Financial Planning

In the realm of financial planning, it's essential to understand the distinction between generic financial planning advice and regulated financial advice that leads to specific investment recommendations. While the latter focuses on tailored investment solutions based on individual circumstances, generic financial planning advice serves as a mechanism to address a comprehensive range of financial challenges, … Continue reading Unlocking Financial Success: The Power of Proper Financial Planning

The Emperor with No Clothes: A Metaphor for Vanity, Deception, and the Importance of Truth in Financial Services

The "Emperor with no clothes" story is a metaphor for the dangers of vanity, deception and the importance of speaking the truth. It highlights how fear and social conformity can prevent people from questioning authority or stating the obvious. Ultimately, the story encourages critical thinking, honesty, and the courage to speak up, even when the … Continue reading The Emperor with No Clothes: A Metaphor for Vanity, Deception, and the Importance of Truth in Financial Services

Unleash Your Potential: Dare to Become a Generic Financial Planner and Empower Your Clients to Live Rewarding, Expansive Lives

A career in Regulated Financial Planning can serve as a stepping stone towards becoming a Generic Financial Planner, offering further opportunities for professional growth and advancement. If you want more from your vocation, serving larger audiences and building a solid financial foundation for your future, open your mind to the possibilities of generic financial planning. … Continue reading Unleash Your Potential: Dare to Become a Generic Financial Planner and Empower Your Clients to Live Rewarding, Expansive Lives

The Future of the Regulated Investment Advice Market: A Shift Towards Direct-to-Consumer Platforms and Advice-Only Services?

The direct-to-consumer (D2C) investment market outlook in the UK for 2023 is positive, with continued growth expected. The availability of low-cost investment products, the accelerated adoption of digital investment platforms, and the increasing demand for ESG investments drive this growth. However, investors should consider their investment goals and risk tolerance before making investment decisions. The … Continue reading The Future of the Regulated Investment Advice Market: A Shift Towards Direct-to-Consumer Platforms and Advice-Only Services?

Why We Need to Ask Why: The Importance of Questioning the Investment Industry and Government

Look… I'm an ambassador for transparency! Should I flag the need for greater transparency, accountability, and consumer protection in the financial advice industry? Many may agree that these issues must be addressed to improve the industry's reputation and better serve clients. However, some may feel that criticism of the industry is unwarranted or unfair, mainly … Continue reading Why We Need to Ask Why: The Importance of Questioning the Investment Industry and Government

The Harsh Reality: The Financial Industry’s Blindness to the Non-Rich Majority

The truth is, financial service industry propositions are designed for rich people. In a rich people money ecosystem, the bucket is overflowing, the expenditure taps are full on, the financial asset well is full, and the frozen asset freezer is stocked to the hilt. Firms offer to run the well for a handsome fee that, … Continue reading The Harsh Reality: The Financial Industry’s Blindness to the Non-Rich Majority

Transforming Financial Planning with Fintech: Embracing a New Business Model to Serve All Consumers

The consumer revolution is forcing advisory firms to re-evaluate their business models, and the prospect of increasing the threshold levels for new and existing clients is being actively considered. However, the urgent need to serve the underserved and comprehend the unmet requirements of our target demographic is of paramount importance. The crucial priority for this … Continue reading Transforming Financial Planning with Fintech: Embracing a New Business Model to Serve All Consumers

Accelerate Your Financial Planning Business with Our Annual Membership Programme

As an advice-only financial planner, you constantly seek ways to stay ahead of the competition, develop your skills, and provide the best possible service to your clients. If you want a comprehensive and effective way to take your business to the next level, our annual membership programme may be just what you need. With our … Continue reading Accelerate Your Financial Planning Business with Our Annual Membership Programme