Julie Lord: It's time to make your own financial plan

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.

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Top 10 Tax Saving Tips for Planners in new magazine

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. 

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Julie Lord: Good Financial Planning's enemy is bad spending

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.

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Leading Financial Planner Martin Ruskin shares top client tips

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.

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