By BRETT DAVIDSON I’m going to attempt to share my observations from 2021 without using the ‘C-word’ (COVID). Ok, I just failed in the first sentence, but that’s it. No more mention of that damn disease, despite it dominating the headlines all year. Let’s focus on what affected financial planning: 1. The power of the financial planning model The power of the financial planning model was shown in 2020 and reinforced in 2021. Ongoing revenue makes up 80%-90% of a financial plan

"We speak about personalisation and targeted communication, but all of us are guilty of slipping into stereotypes."

"Financial planning cannot so easily be commoditised by a search engine.  Software cannot yet compete with, or replace, human connection.”

"What is the best way to convey the wellbeing benefits of financial advice to existing and potential clients?”

"Discover what aspects of each step in your process generate value. What do clients value or enjoy the most?"