Great interview. Well done Nick, Marlene. Remember viewers, when Marlene is referring to her Financial Planning service, she is referring to Lifestyle Financial Planning using Prestwood/Truth. That is why clients value her service.

Great interview Nick. And great message Arthur about Lifetime Cashflow planning and how important that is. Interesting that you should say that clients get it faster than Advisers! Funny that! Keep flying the flag! Paul

Another great interview by Nick. And excellent advice from Julie, and why Cashflow Modelling IS Financial Planning. Looking forward to spending time with Julie and three lucky delegates n InspirationAfloat in September!

Paul Etheridge's influence internationally needs to be acknowledged. Paul has been my most influential mentor for many years now. Everyday, I use words, tools, and methodologies that he has introduced to me. Please polish the book!

Very well presented. Making the comparison between seeking financial advice and buying a newspaper? Not sure it was entirely appropriate given the complexity of one versus the (apparent) simplicity of the other but, nevertheless, the message about client segmentation and having a clear offering was very useful.

Great video - sound advice from Brett as always.

This is a great medium to demonstrate the value of IFP membership, the benefit gained by the quality of people and the value provided by good quality sound advice - based on facts not fiction

Great facility and some great points from Holly.

Very helpful analysis of what the important steps to be taken are for a successful transition

Great added value - thanks!

Although short, which I like, it hits the key areas which we often overlook

Looks really good. Kept my attention (even the Australian accent). I can see small classes on bridging, leasing etc. to give advisors a grounding on what can be made available. I like his presentation being simple and clear. Paul

Clear, helpful and practical as usual. Thanks Brett

As usual very good open simple processes, well thought out and put over.

VAT needs to be considered.. what is 1% of assets for? Assets usually means investment management. How does an adviser who does not 'manage assets' justify such charges? How does an adviser who does not hold IMC or other FSA designation carry out the RDR required 'comprehensive analysis'? Passing money to a third party cannot justify such fees as they are not related to the advise provided. Similarly if they adviser is merely introducing multi manager or 'managed' propositions justification is challenging. It is anticipated the regulatory regime will seek to intervene in such cases. There is no linear relationship between the value of assets and advice.