My eldest daughter loved her first job. It was in our local video store during her last years at high school. Way back, she was always the one we had to drag out of the place by the collar of her Wiggles dressing gown every family video night. Her joy working there...
Presume, like me, you looking to buy a new car. I prefer Toyotas. Why? They do the job I need. They are reliable. They are everywhere. My twenty-something kids will be safe in them, they can’t do too much damage to them, parts are not ridiculously priced, and...
For many inevitable reasons, traditional financial advice models are changing. To date, there have been two main aspects underpinning the delivery of personal financial advice. These two aspects have been the amount of money an individual has, and the financial...
Katie and Tim are clients of Reine Clemow and his right-hand-lady Donna Loverick at Acquira Wealth Partners in bustling Southport. You know what struck me listening to them? Katie and Tim were very informed, aware and particularly certain of one thing. They...
Plato wrote a few centuries ago that the ‘cure of a part should not be attempted without treatment of the whole’. A glimpse at most adverts for financial advice seems to contradict his philosophy. Most adverts suggest self-managed super funds, or low-fee...
What are the secrets to consistent and successful delivery of your most important client meetings? Firstly, rapport-building is over-rated. Whilst I agree that rapport provides a vital oil between all successful relationships, I reckon too many advisers use rapport...
