Positivity in Financial Planning profession, survey reveals

Financial Planners, Paraplanners, IFAs, wealth managers and other professionals at these firms surveyed for our annual State of the Financial Planning Profession Survey were overwhelmingly positive about current and future prospects.

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Warren Shute: How Planners can communicate better

After celebrating 23 years in Financial Planning this year, I realise there are some clients who you just get along with, you hit it off on day one and as far as you’re concerned, life is good. However, I am sure there are others who you struggle to really get to know? You just don’t have that same connection with! You could be speaking in different languages. Maybe you are?


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Two planners unveil a digital future for Financial Planning

Two Financial Planning entrepreneurs running online investment operations - in addition to their traditional Financial Planning practices - have explained what makes their digital ventures tick.

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Chartered Financial Planner and author Shute reveals client tips

 

Chartered Financial Planner, author and Chartered Wealth Manager, Warren Shute, has revealed his tips on gaining and keeping clients.

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