Personal Information
Unternehmen/Arbeitsplatz
Plymouth, United Kingdom United Kingdom
Beruf
Independent Financial Adviser and Life Planner at Manning & Company and co-founder of the Plymouth Business Network
Branche
Finance / Banking / Insurance
Webseite
http://www.manningandco.co.uk
Info
Quite simply I offer solutions to people's problems. If I haven't solved the problem and put the client in a better position as a result then I haven't done my job. It isn't just about numbers and products. Very few clients are actually interested in that. In fact most glaze over discussing them. It's about what motivates and inspires people. What worries them. What do they truly want to achieve in their lives and when.
A Life Planning practitioner. (Please see The Kinder Institute and Mitch Anthony)
Life Planning takes financial planning to a new level. By asking deeply thought provoking questions, ambitions and aspirations that have been hidden for years come to the forefront of the mi...
Tags
accountable
network
local
business
Mehr anzeigen
Personal Information
Unternehmen/Arbeitsplatz
Plymouth, United Kingdom United Kingdom
Beruf
Independent Financial Adviser and Life Planner at Manning & Company and co-founder of the Plymouth Business Network
Branche
Finance / Banking / Insurance
Webseite
http://www.manningandco.co.uk
Info
Quite simply I offer solutions to people's problems. If I haven't solved the problem and put the client in a better position as a result then I haven't done my job. It isn't just about numbers and products. Very few clients are actually interested in that. In fact most glaze over discussing them. It's about what motivates and inspires people. What worries them. What do they truly want to achieve in their lives and when.
A Life Planning practitioner. (Please see The Kinder Institute and Mitch Anthony)
Life Planning takes financial planning to a new level. By asking deeply thought provoking questions, ambitions and aspirations that have been hidden for years come to the forefront of the mi...
Tags
accountable
network
local
business
Mehr anzeigen