S2:E4 Why financial planning is so much more than cashflow planning and how CFP has strengthen my passion to help clients

In this week's episode we talk to Tina Weeks CFP™, Serenity Financial Planning, about how financial planners can become even better at helping clients achieve their goals.  We talk about how cashflow planning is only scratching the surface as far as giving comprehensive financial planning is concerned and why she decided to gain the CFP certification and how it has helped her in business and with her clients. We have a frank discussion about her journey to CFP and the changes that she has made to her business since passing as well as the impact that FCA introduction of Vulnerable Clients Guidance has impacted the way she gives advice.  We even delved about in my favourite subject, assumptions, and discuss the changes that she has made to her business processes. This episode is packed full of practical tips to help you improve your business position and service to clients. Tina Weeks CFP™ bio: I have been a financial adviser for over 24 years and during that time I have come to realise that so many people struggle so much with money. Regardless of how much they have. People’s relationship with money actually impacts their relationship with everything in their life and taking control of it brings an amazing positive impact. I work with my clients over the long-term helping them build on and grow their financial plans so that they have enough money to do all the things that they want to do. I coach my clients to stop worrying about money and feel confident about their finances. As well as helping my clients change their mindset, I show them how to manage their money on a day to day basis and explain financial and tax concepts in a simple way. I believe that financial planning is about so much more than money. I work best with people who are ready to get their finances and their investments in order and are willing to be coached to look at all aspects of their life so they can achieve the best possible outcomes. I believe so strongly in the relationship-based approach to financial planning that I run training programmes that help other financial planners work in this way.