We’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.

A recent experience with a prospective client really brought home to me how confusing adviser charges must be for Joe Public. With so many companies offering so many different services and with such varying charges, how are clients really able to compare charges and what they’re going to get for those charges?

A recent meeting with a client really brought it home to me the impact that we, as Financial Planners, can have on our clients.

Well, who can believe that we’re already two weeks into 2019, and if the new year is going to continue at this pace, we’ll be at Christmas again, we’ll be wondering where the year went and why didn’t we get done all the things that we hoped to achieve.