Dan Atkinson: What is the purpose of Financial Planning?

What exactly is the purpose of Financial Planning? How do we represent it to the public? Why should they feel compelled to engage and pay fees for it? What is the value? I’m not going to go deeply philosophical on you – don’t worry! But what is it that we do? What purpose – economic, social, or other – do we serve? If we aren’t clear in our own minds how can we help clients to realise the importance of what we do.

Read more...

Nicola Watts: Financial Planning is a sharing community

Last week I attended the CISI Financial Planning Annual Conference and this week, as part of my duties as branch president of our local CISI branch, I was delighted to help in the hosting of a round-table discussion.

Read more...

Organisers reflect on 'best ever' Paraplanners Powwow

Just over a week after this year’s national Paraplanners Powwow organisers have reflected on the event, which saw many new faces and a record number of ‘campfire’ sessions.

Read more...

Dan Atkinson: Powwow energises and equips Paraplanners

You would think that after 6 years the Paraplanners Powwow format would be getting tired. You would be wrong.

Read more...
FINANCIAL PLANNING TODAY JOBS 
Advertise your job vacancy with us and reach thousands of Financial Planners and Paraplanners. Post your job in minutes. 
Special Offer: 10% off your Featured Listing - Use FPJ10 to save  
jobs.financialplanningtoday.co.uk/