PlanHappy

FINANCIAL PLANNERS - Client complaints aren’t the enemy.    While it’s easy to see complaints negatively, what if we turned that perspective around?    Most complaints stem from unmet expectations rather than poor advice. So, instead of viewing them as setbacks, we should recognise complaints as opportunities to strengthen our client relationships.    How we respond to these situations can significantly impact our clients’ perceptions.     In my latest blog, get top tips on how to effectively handle complaints and prevent a grumble from turning into a tumble: https://lnkd.in/eBpUZM-R   #FinancialPlanners 

Are your meeting notes missing the mark? Every client meeting has four perspectives. - What you said.  - What you thought.  - What the client heard.  - What you wrote down.  Many Planners tend to skip the personal touch in their notes and go for a more formal style.  The problem with this is that it removes the warmth and connection that make your interactions valuable. Think about how powerful your notes could be if they included not just the facts but also your personal insights and observations.  That’s where the real value comes in!  Notes that engage can help you build stronger client relationships and improve your overall effectiveness. Want to improve your note-taking and make your client meetings more effective? Check out my latest blog here: https://lnkd.in/e8meqwC8 #FinancialPlanning

Ever dug through your attic and discovered more than just dust? In Lifestyle Financial Planning, your clients’ past choices can reveal important lessons for their future. But what happens when what matters today becomes yesterday’s news? Are you guiding your clients to address those dreams before they fade away? Time’s not on our side, and urgency matters. Take a look at my latest newsletter for insights on how to keep your clients focused on what really counts. Let’s make sure their aspirations don’t end up as just another forgotten box in the attic. Find out more here: https://bit.ly/3XX01ZI #FinancialPlanning

Still asking, 'Where’s the fact find?' You’re not alone! For many, the traditional ‘fact find’ was a key part of Financial Planning. But times have changed. Back in the '90s, we knew our clients inside out, no forms needed. Then came regulations, and the fact find became a necessary tool—though it only scratched the surface of truly understanding clients. Today, with cash flow modelling and Lifestyle Financial Planning, we’ve moved beyond the paperwork to focus on what really matters: your clients' stories. Want to know how this shift can transform your Financial Planning approach? Find out more here: https://lnkd.in/em8iPE4s #FinancialPlanning 

FINANCIAL PLANNERS - So, your client has finally said ‘Yes.’ You’ve walked them through your proposed Financial Planning process, got them off the little questions and onto the BIG questions, presented the Journey Map, delivered your fees, and they’ve said ‘Yes!’. So, what to do now? We don’t talk enough about what to do when clients say ‘Yes,’ but it’s important. After all, if something is going to go wrong, it’s more likely with a client who said ‘Yes’, than one who said ‘No.’ When a client says ‘Yes’, they’re saying they trust you. They’ve bought into your pitch, your fees, and your planning expertise. But here’s the thing - you need to hand them over to your team seamlessly and confidently. Discover the next steps to ensure a smooth handover—read the full article here: https://bit.ly/3ZqcTsu #FinancialPlanning

The final week of our "Going on Your Own" course is here. In Parts One and Two, we shared valuable insights on "Getting In and Getting Qualified" and "How to Survive and Thrive." If you missed out, don't worry! You can still catch up by clicking the links below.  Part 1: https://lnkd.in/eSZnSzxT Part 2: https://lnkd.in/eT84cQ8q This week, it’s all about evolving and growing. If you’ve already launched your Financial Planning business and are ready to boost your revenue, our final session is for you. We’ll guide you through three powerful strategies that can take your business to the next level—starting today. Don't miss out on this final week! Click here for instant access: https://lnkd.in/eUu5B6Si #FinancialPlanners #GoingOnYourOwn

Are you a Financial Planner or Adviser considering branching out on your own? Last week, we shared expert advice and practical tips to help you on this journey and we hope you found it useful. Now, it's time for part 2! This week's video is designed for professionals like you who are ready to take the next step. So, whether you're thinking about becoming self-employed within an existing firm, joining a network, or launching your own directly-authorised business, we’ll guide you through the commercial challenges and how to overcome them. Click here for instant access: https://bit.ly/4ctcc4v #FinancialPlanners #GoingOnYourOwn 

Are you a Financial Planner or Adviser looking to branch out on your own? Take control of your future with our exclusive, limited-time offer. We're giving you access to the "Going On Your Own" course - completely FREE and no sign-up required. Over the next 3 weeks, you’ll receive over 4 hrs of expert advice and actionable tips to help you: > Get into the profession and get qualified > Set-up, survive and thrive > Evolve and grow your business This week, learn the best routes into Financial Planning and top tips to make your journey smoother. Plus, discover key strategies for recruiting top talent: what to look for, what to avoid, and how to spot essential traits. Click here https://bit.ly/4djal3y for instant access!

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It’s that time of year when I’ll be a taking a little summer break from my weekly musings.... But fear not, as it’s the perfect time to reflect on some of the most popular topics that have sparked interest and conversation.   And, if you missed them the first-time round, enjoy!   As Financial Planners, there's always plenty to talk about, so here's my top 5: The Trials Of Home Visits: If you're a Financial Planner who's done home visits, then I'm sure you've got a few stories to tell.   In this article, I reminisce about some of my not-so-beautiful moments in the world of home visits: https://lnkd.in/gAgDpZeQ The PlanHappy Kitchen: From day-to-day chats to hard life decisions, I've found that the kitchen table sits in the Goldilocks zone when it comes to Financial Planning. Strange but true... and here's why: https://lnkd.in/gbXbdYF4 How Much To Charge?: From my £50 starting point to coaching fellow Financial Planners, this journey is about valuing your expertise.    Charging 'SOMETHING' for your Financial Planning service is not just a step; it's a leap towards confidence and client appreciation.    Learn how articulating value transforms fees and why every Financial Planner's journey begins with that initial step: https://lnkd.in/gbmsfNBd Suits You Sir: You need to revaluate your wardrobe choices and break free from the traditional 'suit and tie’ mold. Focus more on learning how your clients think, feel, and want because that’s more important than “looking the part.": https://lnkd.in/gDfCqDFm Life Stages (You Are Here) Life isn’t a straight line – it's a collection of unique chapters. As Financial Planners, we need to reshape the linear forecasts to mapping life’s journey. They’ll always be twists and turns – that's just life!    Use it wisely my friend: https://lnkd.in/gnGzyDvX Whether you're a seasoned adviser or just starting to dip your toes into the world of Financial Planning, these blogs are designed to inform, educate, and inspire you on your professional journey. I'll be back soon with more fresh perspectives and expert advice. Until then, happy reading! #FinancialPlanning