What are we meant to do? I mean in our role as financial services professionals, what is our immediate focus when in front of our clients? Help the ambitious business owner get another extension to their overdraft , or help them restrain their financial ambitions and...
Of the many things I’m learning from my advisory firm clients implementing their own approach to certainty-based advice, is how hard it actually is to industrialise the conversation they have with their advice clients each year as to why the client engages. No Free...
Traditional annual client meetings frequently devolve into lengthy reviews of the performance or non-performance of an adviser’s recommendations during the preceding year. From a re-engagement perspective, this isn’t useful. The review process has merit. It is...
When asked how our day was, we’ll usually give a quick answer: “Fine.” If pressed, though, unless something unusual occurred, we’ll find it hard to recollect many details of the hours we just lived through. This happens because in order to remember the details, we...