18 Feb Rebalancing 101: The What, Why, When & How
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....
15 Feb The Weekend Starts Here...
Posted at 11:47h
in Behaviour, Books, Business, Clients, Financial planning, Investment, Leadership, Risk
The best of what I read, watched and listened to this week...
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
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?
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...
The best of what I read, watched and listened to this week...
04 Jan The Weekend Starts Here...
The best of what I watched, read and listened to this week...
21 Dec The Weekend Starts Here...
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)
It’s not just our clients who are affected when the going gets tough....