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01 Feb

The Weekend Starts Here....

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...

11:44 / Behaviour / Clients / Financial planning / Investment / Management / People / Productivity / Risk / Read Time: 2 minutes

29 Jan

Bloomsbury Abroad!

A couple of weekends ago the team and their partners flew over for a wintry few days in the Gers. Here’s some of what we got up to ...

16:52 / Business / People / Read Time: 2 minutes

25 Jan

The Weekend Starts Here...

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

11:58 / Behaviour / Business / Clients / Engagement / Financial planning / Goals / Investment / Leadership / Lifestyle / People / Read Time: < 1 minute

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....

15:32 / Behaviour / Clients / Financial planning / Investment / Read Time: < 1 minute

17 Jan

JACK BOGLE 8TH MAY 1929 – 16TH JANUARY 2019

He could have been a billionaire many times over but chose a different path – to build a non-profit business which benefitted the investors in its funds, not him....

10:11 / Investment / Read Time: 2 minutes

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....

16:49 / Clients / Goals / Money values / People / Value / Read Time: 3 minutes

11 Jan

The Weekend Starts Here...

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

12:32 / Behaviour / Clients / Family / Financial planning / Goals / Investment / Value / Read Time: < 1 minute

09 Jan

Books I Read In... December 2018

I had thought that I would get to read more books than normal during December, due to the Christmas break, but it turned out that I read fewer books than in any other month this year....

12:11 / Books / Read Time: 4 minutes

04 Jan

The Weekend Starts Here...

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

12:16 / Behaviour / Clients / Financial planning / Goals / Investment / People / Read Time: 2 minutes

03 Jan

Thoughts For The Year Ahead

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....

10:48 / Behaviour / Business / Goals / People / Philosophy / Read Time: 3 minutes

The Weekend Starts Here....

Bloomsbury Abroad!

The Weekend Starts Here...

Here's The Prescription

JACK BOGLE 8TH MAY 1929 – 16TH JANUARY 2019

What's Actually Most Important To Our Clients?

The Weekend Starts Here...

Books I Read In... December 2018

The Weekend Starts Here...

Thoughts For The Year Ahead

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