Building a Financial Planning Practice Around Better Decisions with Gareth Collier

Send us Fan MailWhat does it take to build a financial planning practice around better client decisions, not just better financial outcomes?In this episode of PROpulsion LIVE, I speak with Gareth Collier, CFP®, founder of Firecrest Group and one of the finalists in the FPI Financial Planner of the Year competition.We explore how Gareth approaches financial planning, how he works with clients, and what he has learnt from moving from an established practice to building his own.The conversation goes beyond investments and technical advice. We look at how Gareth thinks about client conversations, process, implementation, technology, and the role of the planner in helping people make decisions that support the life they want to live.We discuss:• What good financial planning looks like to Gareth• How he approaches the first client conversation• The process behind understanding what matters to a client• How he helps clients move from understanding to action• What building Firecrest has taught him about running a financial planning practice• Where technology fits into the advice process• What should remain firmly in the hands of the human planner• What the FPI Financial Planner of the Year process has revealed about the way he worksIf you are a financial planner, adviser, practice owner or part of an advice business, this episode offers a practical look at how one planner is thinking about better decisions, better processes and building a practice around both.PROpulsion LIVE Season 7: From Knowing to Doing.