Practice development

The apps financial planners can’t live without

The secret to presenting your client’s financial plan

The one thing financial planners should do to ensure success

Treating a vulnerable client – in practice 

Is now the time to create your own discretionary investment proposition?

How we created a digital service for Millennial savers 

B Corp certification – how do you get it?

Why I decided to niche my planning business

How I’m helping to inspire the next generation of female advisers

Four tips to get your client meeting back on track

How technology will really change the lives of clients – and advisers

An aspiring planner’s vision of the future of financial advice