Hi ,

This week on illuminate, Phil Billingham explains why financial planning is not a 'gold badge', but a clear and deliberate business process. Read Julie Littlechild's reasons why you should ask for client input instead of feedback. Alasdair Wilson shares insights from a recent platform due diligence webinar. Jeannie Boyle suggests talking to clients about themes rather than exclusions when discussing sustainable investing. And finally, Chris Wickenden encourages us to embrace uncertainty and the vulnerability of not knowing.

We wrapped up our latest round of illuminate live events on Thursday, with an insightful session from Alan Smith from Capital Asset Management, on 'the power of sharing client stories'. You can watch the replay of Alan's session, or any of the previous speakers here.

Have a great weekend!

The business of financial planning

Phil Billingham

Perceptive Planning

Stop asking clients for feedback

Julie Littlechild

Absolute Engagement

Platform due diligence

Alasdair Wilson

The Verve Group

How embracing not knowing can transform your business

Chris Wickenden

The Speakers' Gym

Sustainable investing – focus on themes rather than exclusions

Jeannie Boyle 

EQ Investors

Best regards,

Garry Mcluckie
Communications director