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....
The best of what I read, watched and listened to this week....
There’s a reason why almost every developed country has its own version of the saying ‘Shirtsleeves to shirtsleeves in three generations’....
Feeding the world, financial tipping points, twerking robot dogs and much, much more. The best of what caught my eye this week....
As Simon Sinek states in ‘Start with Why’, “A company is a culture. A group of people brought together around a common set of values and beliefs.”...
Money gives us choices. After satisfying our need for food, clothing and shelter, we can choose how we allocate our discretionary expenditure....
3 cracking books; Appealing Fictions; Making a Market; Timeless Investment Principles; To Do lists; Capitalism; Asking for Help; The (other) problem with active management; Zero fee funds; Table Stakes; French pastry wars. The best of what I read and watched this week...
In early December 1999 I had one of those experiences in my career which I knew I was never going to forget. My first appointment that day was with a woman whose husband had recently committed suicide...
The perils of living next door to a lottery winner; Wall St convicts; Do you feel lucky?; Having all your eggs in one basket; the value a good planner adds; Helping our clients spend their money; Beware of hot tips from friends; Not all the...
Human nature; the value of time; the difference the right financial adviser can make; signal v noise; choose your friends carefully; Planning 101; the cost of waiting and how not to invest like a billionaire. The best of what I read this week...