The Financial Coach

MANAGING PEOPLE AND THEIR EMOTIONS AROUND MONEY

Deceivery Life

I just received an invitation to the Discovery Life financial planning summit…on opening the invitation I noticed a few things: The invite is for a financial planning summit The agenda is dominated by sales techniques – sure there are some other topics thrown into the mix but it appears that the main motive is to …

0 Apr 1, 2015
Featured[…]
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The role of the financial planner…

Have been busy with a death claim on a retirement annuity and have managed to get an extra 50% added to the payout value…read on for the details that once again highlight the value that a financial planner can add to a client’s portfolio. About a month before our client died we sat with him …

0 Sep 9, 2011
Financial Education[…]
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