The Advice Yips…

The Advice Yips…

Read Good Walk Spoiled? I reckon it’s a great book. It’s about golf, but really a story about characters. Characters under pressure. That’s golf – either a casual hit or a classic test of character. At the highest levels of the game, the classic tests can be...
Framing up meetings – Part 2: Assume nothing

Framing up meetings – Part 2: Assume nothing

As discussed in Part 1 of this series of articles, the purpose of a Discovery meeting differs from that of a traditional financial planning meeting.  In order to achieve that new purpose, assumptions based on previous experiences and traditional methods must be set...
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