Framing up meetings – Part 2: Assume nothing

Framing up meetings – Part 2: Assume nothing

As discussed in Part 1 of this series of articles, the purpose of a Discovery meeting differs from that of a traditional financial planning meeting.  In order to achieve that new purpose, assumptions based on previous experiences and traditional methods must be set...
Framing up meetings – Part 1: Establish the context

Framing up meetings – Part 1: Establish the context

Establishing context at the beginning of any meeting is one of the most important steps you can take to ensure that the meeting is effective.  People need to know why they’re attending.  They need to understand what the meeting is intended to accomplish.  An agenda –...
Opt-in?  Yes please!

Opt-in? Yes please!

Asking clients to opt-in every year in an advice relationship is one of the recommendations of the Future of Financial Advice (FOFA) reforms. The advice professions of law, medicine, dentistry, accounting, engineering, and computing have long embraced the concept of...
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