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15 Mar The Weekend Starts Here....

Posted at 11:19h in Behaviour, Clients, Family, Investment, Lifestyle, Philosophy, Value
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The best of what I read, watched and listened to this week...

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22 Feb The Weekend Starts Here...

Posted at 12:07h in Behaviour, Clients, Financial planning, Investment, Risk
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The best of what I read, watched and listened to this week....

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18 Feb Rebalancing 101: The What, Why, When & How

Posted at 12:38h in Behaviour, Clients, Investment, Risk
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Rebalancing can often be relegated to the drawer marked ‘Things I know I should do, but I’m not sure where to start’. So, let’s take a look at the basics....

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15 Feb The Weekend Starts Here...

Posted at 11:47h in Behaviour, Books, Business, Clients, Financial planning, Investment, Leadership, Risk
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The best of what I read, watched and listened to this week...

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01 Feb The Weekend Starts Here....

Posted at 11:44h in Behaviour, Clients, Financial planning, Investment, Management, People, Productivity, Risk
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Photo by freestocks.org from Pexels The post which got me thinking the most this week was this one.  It looks at the benefits that can be gained from being inefficient at certain tasks. As a productivity ninja, this goes against the grain of how I think, but this piece...

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25 Jan The Weekend Starts Here...

Posted at 11:58h in Behaviour, Business, Clients, Engagement, Financial planning, Goals, Investment, Leadership, Lifestyle, People
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The best of what I read, watched and listened to this week...

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24 Jan Here's The Prescription

Posted at 15:32h in Behaviour, Clients, Financial planning, Investment
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One of the key characteristics that distinguishes an expert is their ability to filter information and make increasingly refined distinctions about the situation at hand....

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15 Jan What's Actually Most Important To Our Clients?

Posted at 16:49h in Clients, Goals, Money values, People, Value
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We can all pontificate about what we think clients want and how they want to be charged for the services we provide, but the only way of determining the truth is to ask our clients. It’s THEIR opinions that matter, not ours....

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11 Jan The Weekend Starts Here...

Posted at 12:32h in Behaviour, Clients, Family, Financial planning, Goals, Investment, Value
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The best of what I read, watched and listened to this week...

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04 Jan The Weekend Starts Here...

Posted at 12:16h in Behaviour, Clients, Financial planning, Goals, Investment, People
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The best of what I watched, read and listened to this week...

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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