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22 Feb The Weekend Starts Here...

Posted at 12:07h in Behaviour, Clients, Financial planning, Investment, Risk
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The best of what I read, watched and listened to this week....

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15 Feb The Weekend Starts Here...

Posted at 11:47h in Behaviour, Books, Business, Clients, Financial planning, Investment, Leadership, 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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24 Jan Here's The Prescription

Posted at 15:32h in Behaviour, Clients, Financial planning, Investment
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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....

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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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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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09 Nov The Weekend Starts Here....

Posted at 11:51h in Behaviour, Financial planning, Investment, People, 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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