18 May Academy The ‘big questions’ versus the ‘little questions’ January 31, 2022 By Elaine 0 comments Facebook Twitter Pinterest linkedin Telegram The ‘big questions’ versus the ‘little questions’ When you help your client to see beyond their ‘technical’ needs and encoura...Continue reading
18 May Academy Why the right answers to the wrong questions don’t help February 14, 2022 By Elaine 0 comments Facebook Twitter Pinterest linkedin Telegram Giving the right answers to the wrong questions doesn’t help anyone That might sound pretty obvious. But, it’s surprising ho...Continue reading
18 May Academy Half advice isn’t a thing – ask Roger Moore February 7, 2022 By Elaine 0 comments Facebook Twitter Pinterest linkedin Telegram Half advice isn’t a thing – ask Roger Moore With Lifestyle Financial Planning, there’s no such thing as half advice. No...Continue reading
18 May Academy Why enough is never enough and what it’s got to do with woolly mammoths February 22, 2022 By Elaine 0 comments Facebook Twitter Pinterest linkedin Telegram Why enough is never enough and what it’s got to do with woolly mammoths If you don’t know what ‘enough’ looks like, it’s...Continue reading
18 May Academy How much should you be charging for your Lifestyle Financial Planning service? May 18, 2021 By Elaine 0 comments Facebook Twitter Pinterest linkedin Telegram How much should you be charging for your Lifestyle Financial Planning service? This is a common question. In fact, one of the most ...Continue reading
18 May Academy Why you can’t do great financial planning without cheesecake February 22, 2022 By Elaine 0 comments Facebook Twitter Pinterest linkedin Telegram Why you can’t do great financial planning without cheesecake It’s really important to open your client’s eyes to the concept o...Continue reading
18 May Academy What would Fireman Sam be if there were no fires? March 15, 2022 By Elaine 0 comments Facebook Twitter Pinterest linkedin Telegram What would Fireman Sam be if there were no fires? Reluctance to retire is an interesting and common phenomenon. Even when we ...Continue reading
18 May Academy Neil’s Guide to Winning a Financial Planning Beauty Contest (Stop Laughing At The Back🤣) March 15, 2022 By Elaine 0 comments Facebook Twitter Pinterest linkedin Telegram Neil’s guide to Winning a Financial Planning Beauty Contest (Stop Laughing At The Back🤣) Wondering what financial planni...Continue reading
18 May Academy Beware the tinker man March 15, 2022 By Elaine 0 comments Facebook Twitter Pinterest linkedin Telegram Beware the tinker man You’ll come across many personality types, and character traits, as a Lifestyle Financial Planner –...Continue reading
18 May Academy Is what you think you are selling the same as what your client thinks they need to buy? March 15, 2022 By Elaine 0 comments Facebook Twitter Pinterest linkedin Telegram Is what you think you are selling the same as what your client thinks they need to buy? Have you ever considered whether the s...Continue reading