A shift in mindset It’s a weird time, of course, but having spoken to many clients and potential clients over the last few weeks, there have been many personal benefits... read more →
This is not my normal type of blog, but I hope you find it useful. You may have noticed that I have taken ‘time out’ of my blogs recently because,... read more →
It is always a treat to be gifted a nicely wrapped present, isn’t it? Yet, at some point in our lives, we’ve all been given a beautifully wrapped present only... read more →
If you can’t dance, don’t be put off by the title, but if you can, you’ll understand exactly what I’m about to say. The same goes for those of you... read more →
I’m normally talking about our own futures, but today I’m focusing on how technology may change the way we, as financial planners, engage with our clients. One thing is for... read more →
The immortal words of Lennon and McCartney. This was actually The Beatles’ first ever single I believe, but the words are ringing in my ears after a meeting I had... read more →
