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22 Mar The Weekend Starts Here....

Posted at 10:27h in Behaviour, Financial planning, Goals, Investment, Lifestyle, Money values
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The best of what I read, watched and listened to this week...

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01 Mar The Weekend Starts Here...

Posted at 10:51h in Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
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The best of what I read, watched and listened to this week...

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08 Feb The Weekend Starts Here...

Posted at 13:40h in Behaviour, Financial planning, Goals, Investment, People, Risk
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The best of what I read, watched and listened to this week....

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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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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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03 Jan Thoughts For The Year Ahead

Posted at 10:48h in Behaviour, Business, Goals, People, Philosophy
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I toyed with the idea of writing a post setting out my own reflections on lessons learned in 2018 and resolutions for the new year but stopped short of doing so....

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07 Dec The Weekend Starts Here...

Posted at 14:23h in Behaviour, Clients, Financial planning, Goals, Investment, Money values
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The best of what I read, watched and listened to this week....

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30 Nov The Weekend Starts Here...

Posted at 12:00h in Behaviour, Clients, Goals, Investment, Risk
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The best of what I read, watched 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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