Journal - Lockie Consultants

03 Sep Career Pathway

Posted at 12:01h in Planners by yjblankproject

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'Financial Planning Symphony' is the name of Lockie Consultants' Comprehensive Training and Development scheme for small and medium-sized financial planning firms....

06 Aug Explore

Posted at 13:45h in Videos by yjblankproject

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Please click here to watch our videos. Our Journal also includes videos to give practical help on passing your CFP assessment as well as more...

17 Jun Financial Planning

Posted at 14:55h in Financial Planners, Planners by yjblankproject

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What is Financial Planning and why is it so important to train the right people?...

05 Jun Knowledge

Posted at 00:42h in Financial Planners by yjblankproject

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What is the Certified Financial Planner™ designation? ...

01 Jun Help is here

Posted at 19:38h in Financial Planners, Videos by yjblankproject

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Watch our video. We have lots to offer small and medium-sized financial planning businesses as well as individuals who want to gain the Certified Financial...

15 May Gifting

Posted at 12:05h in Articles, Clients Testimonials, Planners by yjblankproject

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The impact of family gifting during the pandemic is wider than just the money. According to a report issued by Legal & General, 5.5...

14 May Explore

Posted at 21:02h in Videos by yjblankproject

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Please click here to watch our videos. Our Journal also includes videos to give practical help on passing your CFP assessment as well as more...

12 May Our Story

Posted at 11:45h in Planners by yjblankproject

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Jackie worked in financial services since 1988 in both technical and client-facing roles as a paraplanner and planner. Jackie first started her career at a...

03 Apr Trouble Ahead?

Posted at 11:59h in Articles, Planners by yjblankproject

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Have you identified your ideal potential clients? Are they professionals from the legal and accountancy professions only? If so, it might be worth broadening out...

03 Apr The Future

Posted at 11:12h in Articles, Financial Planners by yjblankproject

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An article published in the Financial Times on 23rd March 2021 entitled: Professional services face losing junior staff to burnout) highlighted the impact of the...