Nicola Watts: The power of Financial Planning
- Thursday, 04 April 2019
- Comment
A recent meeting with a client really brought it home to me the impact that we, as Financial Planners, can have on our clients.
Read more...Nicola Watts: Why goal-setting is critical in Financial Planning firms
- Wednesday, 16 January 2019
- Comment
Well, who can believe that we’re already two weeks into 2019, and if the new year is going to continue at this pace, we’ll be at Christmas again, we’ll be wondering where the year went and why didn’t we get done all the things that we hoped to achieve.
Read more...Nicola Watts: Celebrate what you've achieved
- Wednesday, 28 November 2018
- Comment
Like many of you, I’m sure, there is always a never-ending “to do” list of things that need to be done – work for clients, regulatory and compliance demands and plenty of work to be done on building and developing the business.
Read more...Nicola Watts: Financial Planning is a sharing community
- Friday, 12 October 2018
- Comment
Last week I attended the CISI Financial Planning Annual Conference and this week, as part of my duties as branch president of our local CISI branch, I was delighted to help in the hosting of a round-table discussion.
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