Dan Atkinson: Financial Planning Week is opportunity to engage

“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money

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Dan Atkinson: Putting clients on the right track

Starting is hard. Starting from scratch with a blank canvas is surprisingly scary and suddenly every distraction known to man is much more exciting. How you start isn’t irrelevant, but that you do start is crucial.

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Dan Atkinson: Bringing the Powwow to our team meetings

For 2019 I’ve started incorporating a little of the Paraplanner Powwow essence in our team meetings. At the Powwows, people who work on their own or in a small team can learn from others. It’s a sharing environment that not only wants to share good practice, but also get things fixed! A key characteristic is that when we meet up it is a ‘safe space’ where all contribute – not just the wizened owls.

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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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