Since the start of the 2024, the delivery of financial advisers’ ongoing services has been under supervision. You may remember earlier in the year…
Anxious?Concerned?Mildly panicked? How would you describe the general feeling among your clients in the run up to today’s budget? According to the Skipton Building
“The higher you go, the more important [communication] is.How else do you change the world, dent the universe, influence, persuade, and change people’s hearts,
“Would you like to be our celebrant?” My good friend, Shankari Raj asked me on the way into a music festival over the summer.
Recent research by Invesco found that listening was the skill advisers most wanted to enhance. So why is it so tricky? What gets in
How to offer a third party to someone over 85 without sounding rude? How do you position the vulnerability question to a client who
Have you ever felt overwhelmed, undervalued or too thinly spread? Do you ever get that sense of dread if you see a client’s name
Last month I ran a session at the Paraplanner Assembly’s Big Day Out with Mel Holman from CATS on the “Three things that get
Last week I was delivering a session for 3 managers, which was originally going to focus on how to have challenging conversations. One manager
Whether you’re explaining the workings of a discounted gift trust or the ins and outs of flexible access draw downs, it’s very easy to
Ahead of world mental health day on Sunday 10th October, I wanted to share 5 healthy reminders, which are things that I come back
As we head into the festivities, which can be a time of much joy and celebration, it can also be a time of comparisons, pressure, disappointment and loneliness. A time where the critic can revel, if we are not paying attention.