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18 May
Academy

The ‘big questions’ versus the ‘little questions’

  • January 31, 2022
  • By author-avatar Elaine
  • 0 comments
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The ‘big questions’ versus the ‘little questions’  When you help your client to see beyond their ‘technical’ needs and encoura...

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18 May
Academy

Why the right answers to the wrong questions don’t help

  • February 14, 2022
  • By author-avatar Elaine
  • 0 comments
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Giving the right answers to the wrong questions doesn’t help anyone That might sound pretty obvious.  But, it’s surprising ho...

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18 May
Academy

Half advice isn’t a thing – ask Roger Moore

  • February 7, 2022
  • By author-avatar Elaine
  • 0 comments
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Half advice isn’t a thing – ask Roger Moore With Lifestyle Financial Planning, there’s no such thing as half advice.  No...

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18 May
Academy

Why enough is never enough and what it’s got to do with woolly mammoths

  • February 22, 2022
  • By author-avatar Elaine
  • 0 comments
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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...

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18 May
Academy

How much should you be charging for your Lifestyle Financial Planning service?

  • May 18, 2021
  • By author-avatar Elaine
  • 0 comments
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How much should you be charging for your Lifestyle Financial Planning service? This is a common question.  In fact, one of the most ...

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18 May
Academy

Why you can’t do great financial planning without cheesecake

  • February 22, 2022
  • By author-avatar Elaine
  • 0 comments
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Why you can’t do great financial planning without cheesecake It’s really important to open your client’s eyes to the concept o...

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18 May
Academy

What would Fireman Sam be if there were no fires?

  • March 15, 2022
  • By author-avatar Elaine
  • 0 comments
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What would Fireman Sam be if there were no fires? Reluctance to retire is an interesting and common phenomenon.  Even when we ...

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18 May
Academy

Neil’s Guide to Winning a Financial Planning Beauty Contest (Stop Laughing At The Back🤣)

  • March 15, 2022
  • By author-avatar Elaine
  • 0 comments
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Neil’s guide to Winning a Financial Planning Beauty Contest (Stop Laughing At The Back🤣) Wondering what financial planni...

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18 May
Academy

Beware the tinker man

  • March 15, 2022
  • By author-avatar Elaine
  • 0 comments
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Beware the tinker man You’ll come across many personality types, and character traits, as a Lifestyle Financial Planner –...

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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 author-avatar Elaine
  • 0 comments
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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...

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