Julie Lord: ‘There is no advice gap’

I’m annoyed about this! About it being all about us in the profession, apparently failing to address this crucial issue of the advice gap.

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Julie Lord: Making Financial Planning valued

I have a dream...Actually I genuinely do still have a dream.

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Julie Lord: Financial Planning must improve its reputation

If I had a penny for every time someone asked me how I got into financial services I would be pretty rich by now.

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Julie Lord: It's time to make your own financial plan

Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning in a splendid profit.

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