The “Consultant” Consultants thrive best in on-going chaos and complexity. They don’t just react, they are able to create, constantly add value and help their clients (and thus themselves) to desired returns as complexities of all sorts constantly appear and grow....
The “Financial Carer” Good doctors tend to focus on preventing disease as much as treating it. This means understanding the patient as well as the diseases that might (or might not) be afflicting them. Similar too for financial advisers. The clients who will pay for a...
The Specialist When the going gets complex, everyone seeks out the specialist. Whether for our cars, our health, our relationships, our special morning coffee or our next choice of fly-fishing rods. Specialists make the really complex stuff simple. Like the knee...
In the old days of financial planning a few of the ‘rock stars’ headlining the conferences relating ‘how to be great’ were natural rapport builders. Their reputation and presentations stank of personality traits and habits to ‘get clients to like you’ and then they’ll...
The Government should not be interfering with how professional financial advisers charge their clients. Really? This is one of the many arguments against the proposed Opt-in provisions in the Future of Financial Advice (FOFA) legislation. The argument is a tad ironic...