Here Robin explores the changes and opportunities in this market for you and the transition that our own Pegasus plan has gone through.
Use our toolkit including our IHT calculator, client approach letters and sales aids.
You can also learn more and earn CPD points in our whole of life workout on FT Adviser Gym.
Business Development, CPD, Tax, Trust & ISA, Protection, Adviser Letter of the Week
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now
Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.
One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.
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