04 Jul The Weekend Starts Here....
The best of what I read, watched and listened to this week...
14 Jun The Weekend Starts Here....
The best of what I watched, read and listened to this week...
01 Mar The Weekend Starts Here...
The best of what I read, watched and listened to this week...
15 Feb The Weekend Starts Here...
Posted at 11:47h
in Behaviour, Books, Business, Clients, Financial planning, Investment, Leadership, Risk
The best of what I read, watched and listened to this week...
25 Jan The Weekend Starts Here...
Posted at 11:58h
in Behaviour, Business, Clients, Engagement, Financial planning, Goals, Investment, Leadership, Lifestyle, People
The best of what I read, watched and listened to this week...
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....
13 Nov The Disadvantages of Advantages
There’s a reason why almost every developed country has its own version of the saying ‘Shirtsleeves to shirtsleeves in three generations’....
10 Sep A Matter of Choice
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.”...
14 Aug The Money Value of Time
Money gives us choices. After satisfying our need for food, clothing and shelter, we can choose how we allocate our discretionary expenditure....
04 Jul My Key Takeaways From EBI West 2018
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...