Alan Pink has just published a new book on Family Investment LLP's May be of use to some of you https://amzn.to/3Ibd7tO Alan writes the Schmidt Tax report that I subscribe to.

Friend to many here, George Kinder seems to be getting some great reviews for his new book, particularly from the financial planning community. Look at this for example from another LifeTalk friend Alan. "Thank you George for another wonderful book. This is essential reading for all Kinder Life Planners and others who want to understand the philosophy of the George Kinder life planning process. I smile as I write this because 5 years ago I would have thought that you were crazy to consider that such a book would be relevant to providing financial advice. However I am now part of a growing number of enlightened people who have learned to appreciate that it is only by understanding yourself and your clients at their deeper level that you can provide meaningful financial advice which is full of integrity and compassion. There is no greater gift that you can experience than being with your client in the present moment." Slowly but surely more and more financial advice professionals are realising that financial planning is not really about the numbers...

(Member post) If from today, you could not generate inbound leads from either client referrals or professional connections, how would you generate new enquiries? For those advisers that have healthy client banks whether self-built or acquired from their previous advice firm or the bank that they were employed by, imagine that you were starting out again. I ask because I am aware of many younger advisers starting out that do not have the luxury of a start client bank and cannot survive on client referrals or professional connections at the start of building their practice. What would you do to build it?

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