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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Dan Atkinson: 'We can't ignore personal values and wellbeing'

Towards the end of June I had the pleasure of attending a special conference for dads. The purpose was to help equip each other to be better in our role as parents.

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