Blog
5 Questions to ensure your ongoing-advice services are up to scratch
Since the start of the 2024, the delivery of financial advisers’ ongoing services has been under supervision. You may remember earlier in the year…
6 steps to handle pre-Budget calls from clients
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
5 reasons why EVERYONE should improve their communication skills (backed by research)
“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,
Reflections on being a wedding celebrant (for the first time)
“Would you like to be our celebrant?” My good friend, Shankari Raj asked me on the way into a music festival over the summer.
The 5 biggest mistakes financial advisers make when listening to clients
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 position the presence of a third party in planning meetings
How to offer a third party to someone over 85 without sounding rude? How do you position the vulnerability question to a client who
In Pursuit of Less
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
Three things that get in the way of writing clear, client friendly and compliant reports.
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
How to reduce errors in your team when working remotely
Last week I was delivering a session for 3 managers, which was originally going to focus on how to have challenging conversations. One manager
Technically speaking: from confusion to clarity in 5 easy steps
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
Motem Course Featured on Professional Paraplanner.co.uk
The popular Communicate for Impact programme by Melissa Kidd of Motem has been featured on the Professional Paraplanner website this month. Professional Paraplanner is a
5 healthy reminders
Ahead of world mental health day on Sunday 10th October, I wanted to share 5 healthy reminders, which are things that I come back