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...
How do you know you’re having good financial advice conversations? What are the things to listen out for, to query, or to notice to confirm you having good advice conversations to ensure you’re on track for your best possible financial...
Interested in fast-tracking your team’s understanding of client value by at least 50% in just a month? I’m serious. I appreciate your business training and development is already a priority, but is it focused on the ‘heart’ of your advice...