Advisers thrive because they anticipate, worry, prepare and manage complex client issues. Good advisers are masters at it. Great advisers are masters at doing the same for themselves. There are several hurdles facing advisory firms in 2023 – for advisory teams...
Listened to any of Pushkin’s podcasts? They pump out some great ones. A favourite is “The Happiness Lab”, which lives up to a promise showing how our brains are not always our best guides for our well-being or progress. Another one – “Against the Rules” – is just as...
Ever over-eaten? To almost being sick? My mother, Meg, had no sympathy for such a thing. Like sunburn and talking too much, she reckoned you only had yourself to blame. That’s the tricky bit. Realising you are the problem. Similar to the feeling of over-filling an...
Some lessons from the covid pandemic promised to unleash new productivity growth. Studies don’t prove it. Yet. The Economist reported that post-pandemic spending is reinforcing supply lines, re-building inventories and attracting talent from the tiniest unemployment...
An advisory team’s best days are usually those spent in front of their clients. As most people join the advice industry to help others lead better financial lives, the time spent in client discussions, resolving issues, identifying forward steps, and creating...
For different reasons, all our kids left home once they finished school. The eldest, the family’s best writer, went west to Bathurst to study marketing. The determined actress left Australia to chase opportunities in Vancouver’s film industry. The quiet achiever and...
