Julie Lord: Financial Planning must improve its reputation
- Monday, 25 March 2019
- Comment
If I had a penny for every time someone asked me how I got into financial services I would be pretty rich by now.
Read more...Julie Lord: It's time to make your own financial plan
- Tuesday, 12 February 2019
- Comment
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.
Read more...Top 10 Tax Saving Tips for Planners in new magazine
- Monday, 21 January 2019
- Articles
Insight on the Top 10 Tips on Saving Tax for clients is at the heart of the latest issue of Financial Planning Today magazine which is out now.
Read more...Julie Lord: Good Financial Planning's enemy is bad spending
- Thursday, 10 January 2019
- Comment
When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.
Read more...