Dan Atkinson: Financial Planning Week is opportunity to engage

“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money

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Dan Atkinson: Putting clients on the right track

Starting is hard. Starting from scratch with a blank canvas is surprisingly scary and suddenly every distraction known to man is much more exciting. How you start isn’t irrelevant, but that you do start is crucial.

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Dan Atkinson: Financial Planning is in its prime

As June passes into July we not only have the peak of summer to look forward to, but Amazon Prime Day – so big it’s 2 days long!

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Paraplanners head to annual CISI conference

Paraplanners are heading to the CISI Paraplanner Conference, which gets under way today. 

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