21st October 2024

Annual Salary Survey

Paul Harper Search’s annual Financial Planning: Fascinating Facts and Figures salary survey is closing soon!

Widely respected in the financial services industry, this survey provides critical insights to help companies make informed remuneration decisions. We encourage you to take part in this brief 2-minute survey to help shape this year’s report. Your input is invaluable, and all responses are anonymous. Don’t miss the chance to contribute to a well-rounded view of the industry. Results will be shared across the board— act now!

Take the survey

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Fidelity Adviser Solutions: Helping clients with their financial wellness

If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Client Centred Advisers: Why money is never just about money

Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Client Centred Advisers: Helping clients stop living in life’s waiting room

One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

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