Goal-setting or Goal-washing? What advisers can learn from the space program…

Goal-setting or Goal-washing? What advisers can learn from the space program…

“The future does not exist and cannot be predicted. It must be imagined and invented” Gelatt (1989) On May 25, 1961 USA President John F. Kennedy delivered an ambitious speech seeking Congress support to a project that would be ‘…more impressive to mankind, or...
The Greed Factors

The Greed Factors

What do the behaviours of Melissa Caddick, Bernie Madoff, and Sam Henderson have in common? Greed. Justice Kenneth Hayne used the same word when tabling the final report of his Royal Commission into the Banking and Financial Services industries in February 2019....
Congratulations….

Congratulations….

Congratulations to the recently announced Top 100 Financial Advisers for 2020. After exhaustive research and analysis by The Australian and Barrons, this list of talent represent the best in Australia. They deserve their accolades as do all high achievers and leaders...
What Advice is That?

What Advice is That?

People don’t want more choices – they want to be more confident in the choices they make. Read NYU’s Professor Galloway’s musings? Easy read, makes sense, consistently clarifies some things for me. I’m presenting a model of advice in this blog. It’s for clients and...
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