Remember how we used to buy memories? We’d buy some film for our camera. While we don’t buy film anymore, we still value memories. In fact, we value and share memories more than ever – about 300 million photos uploaded every day. That growth wasn’t anticipated,...
How could you possibly make your advising any better? Has the thought occurred to you that the greatest advancement you might make in your advisory business isn’t a new product, service, platform or dealership? That it might just be how you advise your clients? For...
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...
We have lost our way as financial planners. I believe this is due to our love affair with what ‘wealth management’ became in the past decade. The industry focused on the events and the products that made it money rather than on the relationships behind the money. The...
The work we have witnessed from good financial professionals highlights the differences between those firms focusing on the delivery of greater financial certainty and those firms focusing on the delivery of cheap or best performing products. Good financial...