Dan Atkinson: 'Intentionality' in investment must be understood

Recently I’ve been thinking about the word ‘intentionality’. Some things just happen, but most of the time there is something or someone influencing an outcome. We can influence by accident, or we can set out to do something deliberately.

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Atkinson: We need Paraplanning professionals to speak up

Paraplanning has never been so exciting. In June we had the 2017 CISI / IFP Paraplanner Conference and a couple of weeks ago we had the Report Writing HowWow from the Paraplanners PowWow movement. These two events had similar but different aims.

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Atkinson: Encourage clients to have 'big hairy audacious goals'

I’m assuming that many of you have been in financial services/planning/advice for many years. It’s easy to get desensitised to the jargon, language and mental constructs that pervade our industry.

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Atkinson: Paraplanners will need Chartered status

The whole ‘Chartered Body Alliance’ thing seems to have come out of nowhere to me. Clearly it has been brewing for a while and I think that it is a good thing for financial services.

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