How are you? Fatigued? Seems to be the word of 2021. ADVANCING… Despite COVID-19, a couple of Certainty Advice firms making great progress this week. Justin Mulcahy of Intrinsic Private Wealth in NSW’s Southern Tablelands converting long conversations with...
Common themes last couple of weeks have come back to advisory team concerns about vanishing ongoing fees. Adam Carey – check out his site – it’s great – was the latest to table the issue when he said that goals-based advice works well...
NEW WORKSHOPS We started another Workshop series last Wednesday – the Skilling Discovery Workshops. These two and half hour intensive sessions are designed for audiences of a dozen or less to maximise learning, discussions, exercises and customising the...
Thanks to the great efforts of Andrew Geddes from our PR firm – City Public Relations – and the ‘on-ground’ support and introductions in Parliament House of Kristy McSweeney, I had fruitful conversations with Tim Wilson MP for Bentleigh (check...
During recent Breakthrough Team’s webinar, I touched on the importance of learning and appreciating the different ‘working’ and ‘decision’ styles of our close working team mates. Being a long-term follower of the models from Myers-Briggs...
