What do clients served by traditional advisers really want? According to Vanguard Center for Analytics and Insights, 2019. A Vanguard survey of 1,750 clients served by traditional advisors found empowerment to be the most important attribute of clients’ relationship with their advisers. Yet most advisers have been taught to seek wealthy delegators for an easy … Continue reading A New Paradigm: The Financial Planner’s Transition From The Delegation Model to Empowerment.
Tag: Financial Planning
Planning Lives: How to help people make a living from home.
Topic: How I made a living at home by planning other people’s lives - and ended up helping others to make a living at home. These Lessons Are Highly Applicable in Today's Times...The Book: Your Money or Your Life: Unmask the highway robbers - enjoy wealth in every area of your life.The Guide: 8 Steps … Continue reading Planning Lives: How to help people make a living from home.
The Times They Are A Changing: What’s the outlook for Financial Planning for the next 10 years.
Come gather 'round people wherever you roam and admit that … the old order is rapidly fadin’. What financial planning is becoming in 2020’s is very different to what it has been. It is becoming more like … well … “planning”. What it was – the 2010’s. Maybe financial planning used to be very returns … Continue reading The Times They Are A Changing: What’s the outlook for Financial Planning for the next 10 years.
Why it can pay to plan
Why it pays to use a non-intermediating financial planner. Whether you’re looking to increase your life savings, or protect your assets from tricksters, fraudsters and scam artists, there can be clear benefits of talking to independent financial experts. Paying someone a fixed fee of £1,500 to help with your money can feel counter-intuitive but expert … Continue reading Why it can pay to plan
What’s missing from your money?
Is you! What’s missing from your money? Ever since money was invented, humans, unlike any other living species, have to pay to live on earth! How money comes, how you keep it and how it goes are really important issues for you. You’d like help from people who know what’s best. And you’d really like … Continue reading What’s missing from your money?
Let’s Talk About Money
The Game Plan is a practical, down-to-earth method for planning your life and money. It doesn’t ask you to do anything you don’t love. It does ask you to do things that you’re good at and are well within your capability. The Game Plan Generator has four important components, which when completed will change your … Continue reading Let’s Talk About Money
Available in UK – Wall Street Journal’s Favourite Retirement App
The Best Online Tools for Retirement Planning and Living Planning for retirement? Look no further than your tablet or smartphone. A growing array of apps and websites make it easier to complete many of the most basic—and most important—tasks, from saving money and creating legal documents to figuring out a second career and where to … Continue reading Available in UK – Wall Street Journal’s Favourite Retirement App
Academy of Life Planning 