Molly recently cared for a client facing an unexpected life-changing decision to move directly from a hospital stay into a nursing home. Going home was not an option. It was a challenging situation at the best of times, but in this case, it became heart-rending when...
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...
Know any life and personal insurance agents? My first training workshop was full of them. That was November 1989 at Greenmount Resort, Coolangatta. My “Agent as a Business Person” workshop aimed to assist attendees with the opportunities created by the...
Read Dan and Chip Heath’s 2017 book – The Power of Moments? For advisory teams who believe their growth is attached to their client’s growth, it’s a good read. If you only read one chapter, start at Chapter 6 – Stretch for Insight. It...
“Nothing is worth doing unless the consequences may be serious.” ~ George Bernard Shaw Financial advice is less about financial products and more about consequences, particularly significant consequences. Obviously, not all decisions have significant...
