Month: April 2019

I don’t think it’s a provocative thing to say that the expectations clients have of their financial planning relationships is changing … dramatically! In every other aspect of their lives, clients shop around, looking for better and better experiences. There’s the obvious “new-age”, digital type stuff … the Netflixes and Spotifies that have created such...Continue reading

I often hear that “financial planning” is a great industry to be in because it helps you to build up a “passive income”. Investment planning, in particular, has this reputation. All it requires is a once-off sale and the advisor gets to charge an ongoing fee for as long as the “purchaser” remains “a client”....Continue reading