Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.
Adviser Lounge – Come And Join Us On The Sofa!
Skilled financial coaching, “it’s a game changer”
Some Brief Thoughts on Leadership
The key to successful client presentations
The Secret To Attracting – And Keeping – Young Talent
The pursuit of the elusive financial adviser role and the right candidate
Second Opinions
Financial adviser or couples mediator?
P2P – advisers and the FCA
Woodford Fall Out
Reflections of an ex-PFS President
What they don’t teach you at financial planning school