Clients Archives - Page 6 of 10 - The Financial Bodyguard Blog Site

01 Feb The Weekend Starts Here....

Posted at 11:44h in Behaviour, Clients, Financial planning, Investment, Management, People, Productivity, Risk

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...

25 Jan The Weekend Starts Here...

Posted at 11:58h in Behaviour, Business, Clients, Engagement, Financial planning, Goals, Investment, Leadership, Lifestyle, People

The best of what I read, watched and listened to this week...

24 Jan Here's The Prescription

Posted at 15:32h in Behaviour, Clients, Financial planning, Investment

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....

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

Posted at 16:49h in Clients, Goals, Money values, People, Value

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....

11 Jan The Weekend Starts Here...

Posted at 12:32h in Behaviour, Clients, Family, Financial planning, Goals, Investment, Value

The best of what I read, watched and listened to this week...

04 Jan The Weekend Starts Here...

Posted at 12:16h in Behaviour, Clients, Financial planning, Goals, Investment, People

The best of what I watched, read and listened to this week...

21 Dec The Weekend Starts Here...

Posted at 14:41h in Behaviour, Clients, Financial planning, Investment

The best of what I read, watched and listened to this week...

18 Dec We're Not Just Here For The Good Times (Part II)

Posted at 11:16h in Business, Clients, Leadership, Management, People

It’s not just our clients who are affected when the going gets tough....

14 Dec The Weekend Starts Here...

Posted at 14:00h in Behaviour, Clients, Financial planning, Investment, People, Risk, Value

The best of what I read, watched and listened to this week...

12 Dec We're Not Just Here For The Good Times

Posted at 10:33h in Clients, Family, Financial planning, People, Value

I’ve been privileged to share so many good times with clients over the last 30 years, but it’s the bad times which have been seared into my memory. ...

01 Feb The Weekend Starts Here....

25 Jan The Weekend Starts Here...

24 Jan Here's The Prescription

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

11 Jan The Weekend Starts Here...

04 Jan The Weekend Starts Here...

21 Dec The Weekend Starts Here...

18 Dec We're Not Just Here For The Good Times (Part II)

14 Dec The Weekend Starts Here...

12 Dec We're Not Just Here For The Good Times

Links

Subscribe

We've sent confirmation link to your mail.