Sun, Fun and Financial Planning, My Top 5 Summertime Reads

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://planhappy.co.uk/insights/the-trials-of-home-visits/

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://planhappy.co.uk/insights/the-planhappy-kitchen/

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://planhappy.co.uk/insights/how-much-to-charge/

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://planhappy.co.uk/insights/suits-you-sir/

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://planhappy.co.uk/insights/life-stages-you-are-here/

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?