What kryptonite was to Superman, disrespect is to advice relationships. A few months ago one of my clients engaged a significant advice client. Prior to engaging, I worked with them to assist in the engagement and pricing. The prospect represented the type of advice...
Marketers love a good slogan. Goals-based financial advice is a good example. Advisory firms sometimes differentiate themselves on their goals-based advice capability to understand and identify their advice client’s aspirations. Some institutional advisory...
The impact of the 2020 coronavirus is immeasurable. What is measurable however is the impact of New Zealand’s Jacinda Ardern’s leadership overseeing her country’s response to the virus. Significantly too is the comparative measure of her country’s response compared to...
Imagine a hole-buyer and a hole-digger met at the local hotel to discuss a much-sought-after hole. After a few drinks, the job is agreed with the digger starting as soon as possible. Next day the digger is on-site unloading the digging gear out the back of the digging...
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...
My son is addicted to art. Big time. Turn your back on him and he’s sketching something, leaving trails of charcoal fingerprints in unlikely places, getting lost in his own space. Even since he was five, his art has been his bliss (and frustration). Is his work...
