Dan Atkinson: Surround yourself with people who strive

As you might have guessed from previous blogs I think we have some excellent people in our profession. These people are passionate about getting the best outcomes for their clients, but also find time to encourage others along. There are no monopolies on good ideas and more than enough potential clients to go around. Passionate people attract each other and form collaborations.

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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.

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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.

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Dan Atkinson: Financial Planning is a real community

This last month, I’ve been reminded how great a community we have in Financial Planning.

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