Blog – Plan Happy Software

18 May

The ‘big questions’ versus the ‘little questions’

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

18 May

Academy

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

February 14, 2022
By Elaine
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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...

18 May

Academy

Half advice isn’t a thing – ask Roger Moore

February 7, 2022
By Elaine
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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...

18 May

Academy

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

February 22, 2022
By Elaine
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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...

18 May

Academy

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

May 18, 2021
By Elaine
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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 ...

18 May

Academy

Why you can’t do great financial planning without cheesecake

February 22, 2022
By Elaine
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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...

18 May

Academy

What would Fireman Sam be if there were no fires?

March 15, 2022
By Elaine
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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 ...

18 May

Academy

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

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

18 May

Academy

Beware the tinker man

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

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
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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...