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Female clients prefer to work with other women

Many female clients prefer to speak to a woman when it comes to their Financial Planning, according to Certified Financial Planner Gretchen Betts.

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Exclusive: Transitioning helped me find my Planner voice

Jamie Lowe, director and Financial Planner at True Self Wealth, has shared with Financial Planning Today what inspired him to set up a new Financial Planning firm focused on LGBTQ+ clients after transitioning gender to become a trans person.

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Wealth management skills core for Financial Planners

Wealth management skills have become core for Financial Planners as the profession moves upmarket.

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From probation officer to Financial Planner

The former President of the Institute of Financial Planning (now part of the CISI) Marlene Outrim has shared some of her secrets to building enduring relationships with clients with Financial Planning Today magazine.

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