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Read, watch and listen to all things related to Financial Coaching, Financial Planning and Financial Advice.

Explore why we believe developing and growing the skills to have meaningful conversations is the way to increase sales and help your clients to better financial and life outcomes.

Financial AdviceFinancial CoachingFinancial Planning

The 80/20 Rule of Meaningful Conversations

When you have more meaningful conversations, you transform lives.

Because not only will you get more sales when you have more meaningful conversations, but you will also deepen relationships with your existing clients AND be able to help them to better financial and life outcomes.

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Financial AdviceFinancial CoachingFinancial Planning

FPI 2020 Convention Presentation by Mary J Fourie

Watch Mary J’s presentation on how to coach clients in order to meet financial goals whilst supporting financial planning behaviour. She offers an updated model which combines financial coaching into the globally recognized Six-Step Financial Planning Process.

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Financial AdviceFinancial CoachingFinancial Planning

The missing bit in Financial Advice & Financial Planning

Why does it feel like my expert advice has little to no impact on my clients because they still make self-defeating choices?

Why has no amount of money, status or recognition been able to scratch the itch that there is something missing in my work?

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