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...Leading Financial Planner Martin Ruskin shares top client tips
- Wednesday, 19 December 2018
- Articles
Certified Financial Planner and Chartered Wealth Manager Martin Ruskin CFP, head of business development at Paradigm Norton and a leading Financial Planning figure, has shared his top client loyalty tips.
Read more...Latest issue of Financial Planning Today magazine is published
- Friday, 30 November 2018
- Articles
The latest issue of Financial Planning Today - the comprehensive magazine for the profession packed with features, insights and tips for Financial Planners, Paraplanners and Wealth Managers - is now published and is available to view free of charge.
Read more...Julie Lord: Why fancy cars are no measure of true wealth
- Tuesday, 09 October 2018
- Comment
I went to a financial seminar recently and on returning to the car park at the end of the day, the number of fancy cars got me thinking about measuring success and whether the Financial Planning community is as bad at coveting material things to demonstrate success, as some of our clients are.
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