Of the many things I’m learning from my advisory firm clients implementing their own approach to certainty-based advice, is how hard it actually is to industrialise the conversation they have with their advice clients each year as to why the client engages. No Free...
CPA Australia produced a new report last week – “Household Savings & Retirement: Where has all my super gone?” Essentially the report puts a position that the superannuation system is busted because people aren’t adopting the appropriate behaviours towards their...
Financial uncertainty is thriving. Thriving, almost out of control it seems, unlike any period in our current generation. It’s largely due to the lack of leadership. It’s tricky being a leaders when things are uncertain. Whilst we can have little effect on the...
Too many people who know too little about the day to day job of providing financial advice are placing too much emphasis on finding the ‘magic’ or ‘right’ value proposition that is somehow going to convince your clients to work with you and pay your fees. “How can you...
I love to fly. Always have. Got my fixed wing license in ’84 and my rotary wing license in ’87. Great fun. I haven’t flown much of late, due lack of time and need. That’ll change in time. I particularly love the flight planning and executing the plan. Even though you...