In this episode of The Finance Geeks, Paul Cleworth and Warren Shute survey the seismic fault lines that can undermine even the most seasoned advisory practices. They uncover the top ten mistakes—such as assumptions that skip proper discovery, communication cracks that widen client doubts, and the tremors caused by overpromising outcomes—that can destabilise your planning from the ground up.
Whether you’re laying the foundations for a new practice or retrofitting an established firm, this episode provides a blueprint for building a truly quake-resistant advisory service. Tune in to discover how to shore up your processes, secure your clients’ trust, and ensure your financial planning stands firm through market shifts and unexpected jolts.
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Chapters: 0:00 - Intro
3:35 - Top 10 Mistakes to Avoid as a Financial Planner
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Show Notes:
Klydoclock | Whatever Makes You Tick
The Kart Championship
https://thekartchampionship.co.uk/
How to explain fees and investment performance
https://pfspower.org/webinars/how-to-explain-fees-and-investment-performance/
Prestwood Truth Software
https://www.truthsoftware.co.uk/truth-about-money/
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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
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#FinancialPlanning #HowToBeAFinancialPlanner #FinancialPlanningTips #WealthManagement #ClientCommunication #RiskManagement #BehavioralFinance #DiscoveryProcess #ScopeManagement #ClientTrust #ReviewBestPractices #ProcessOptimization #FinancialPlanners #FinancePodcast
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