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

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

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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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23 Nov The Weekend Starts Here...

Posted at 11:50h in Clients, Investment, People, Risk
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The best of what I read, watched and listened to this week...

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16 Nov The Weekend Starts Here...

Posted at 10:30h in Behaviour, Clients, Goals, Investment, People
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The best of what I read, watched and listened to this week...

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23 Oct The Locksmith's Paradox

Posted at 09:28h in Clients, Value
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How much is it really worth to know that the professional you are engaging has an abundance of experience in dealing with people like you?...

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19 Oct The Weekend Starts Here...

Posted at 10:00h in Behaviour, Investment, Lifestyle, Money values, People, Risk
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Feeding the world, financial tipping points, twerking robot dogs and much, much more. The best of what caught my eye this week....

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17 Oct Having The Time For The Things That Matter

Posted at 14:00h in Business, Clients
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Checklists enable us all to have the time and freedom we need to apply intelligent thought to what matters most to our clients...

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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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Full Disclosure: Nothing on this site should ever be considered to be advice, research, or an invitation to buy or sell any securities or investment product. Please see my Legal Disclosures page for a full disclaimer.