CISI Conference: From marine biology to Paraplanning
- Tuesday, 18 June 2019
- Articles
A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.
Read more...Julie Lord: Financial Planning must improve its reputation
- Monday, 25 March 2019
- Comment
If I had a penny for every time someone asked me how I got into financial services I would be pretty rich by now.
Read more...Julie Lord: It's time to make your own financial plan
- Tuesday, 12 February 2019
- Comment
Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning in a splendid profit.
Read more...Julie Lord: Good Financial Planning's enemy is bad spending
- Thursday, 10 January 2019
- Comment
When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.
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