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04 Jul My Key Takeaways From EBI West 2018

Posted at 09:37h in Behaviour, Business, Clients, Engagement, People
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I recently spent a few days at beautiful Dana Point, California, attending EBI West – an annual conference organised by IMN and Ritholtz Wealth. It was a big investment – of both money and time – but worth it. Here are my key...

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19 Jun Who Can I Help?

Posted at 14:30h in Behaviour, Clients, Engagement, Money values, People
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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...

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24 Apr I'll tell you what she wants, what she really, really wants

Posted at 14:42h in Clients, Engagement, Financial planning, People
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What does a woman want from her financial planner or investment manager? She wants to be listened to and to feel that her views carry equal weight to her partner’s (if she has one). She does not want to be patronised and she...

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13 Apr The weekend starts here....

Posted at 15:32h in Behaviour, Books, Business, Clients, Education, Engagement, Financial planning, Goals, Investment, Money values
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The importance of effective communication; can money buy you happiness; beware the soothsayers; just because you can stop working doesn't mean you have to; the main reason for rebalancing your portfolio, and listening to rhubarb grow. These are the best of what caught my...

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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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