Of the many things I’m learning from my advisory firm clients implementing their own approach to certainty-based advice, is how hard it actually is to industrialise the conversation they have with their advice clients each year as to why the client engages. No Free...
Part 2 of this series discussed the importance of setting aside assumptions based on experience with traditional methods of financial planning. The relationship you’re aiming to establish with your clients differs from the traditional financial planning...
As discussed in previous issues of this series of articles, using meeting time effectively helps keep the meeting focused and participants engaged. Explaining the standard Discovery meeting process to your clients during the meeting frame-up aids in this by letting...
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...
Implementing a fee for service proposition for your financial planning business without addressing the fundamental issue of adding real value for your clients is akin to getting dressed up as a mighty Sydney Swans player and thinking you’re therefore entitled to play...
