What’s driving the growth of Future Cashflow Planning?

Earlier this month I had the pleasure of working with some of the leading financial advice firms in United Arab Emirates over the course of a couple of days in Dubai (the photo is of the VERY impressive Burj Khalifa – the tallest building in the world today). My involvement came about as part of […]

The latest thinking about financial planning

I had the pleasure recently of attending the excellent Back2Y conference in Birmingham. This conference is predominately for financial planners, but also for anyone interested in hearing about best practice among financial planners in the UK and further afield.   What struck me first of all was the number of Irish advisers at the event. […]

Pleased to meet you…

Networking is a very traditional, but still a very effective and important marketing activity. It’s also one that fills a lot of people with dread… They think of standing around in crowded rooms with no one to talk to, or being pinned in the corner making small talk with someone who they frankly have little […]

Don’t be ashamed of selling!

I was with an adviser some time ago who ticked me off on a couple of occasions when I mentioned the word selling. He contended that he is an adviser and not a salesman. I say that you need to be both…   There’s nothing wrong with selling! For some people, selling is a dirty […]

What do you have (and want)? A business or a lifestyle?

The dream of many advisers when starting out on their own is to build a successful business that they will one day pass to a successor or sell for a big sum of money to secure themselves in retirement. For a smaller number, they simply want to operate as a lifestyle business, generating enough cash […]

Get set for a strong finish

Most advisers that I talk to are having a good year in 2017. Most are somewhere on the journey to building a business around your advice proposition, and this in turn is driving higher levels of assets under management and more protection product sales. But most also recognise the need to not take the foot […]