We decided to take the opportunity to review our business from an operations and marketing standpoint. Continue reading Reflecting On Business Changes
I answered the call and immediately she frantically asked, Am I okay, is my plan still on track? Continue reading Going Beyond The News With Clients
It starts with one simple thing… are we truly interested in our clients and their families? Continue reading What Is A Fiduciary And Why Does It Matter?
I’ve often said that our competition isn’t other IFAs, it’s the amazing boutique hotel, the wonderful local restaurant. Continue reading Creating Your Advantage
If you use a risk questionnaire, you can make it much more than a box-ticking exercise. Continue reading Rethinking The Risk Questionnaire
We need to encourage our clients to think about what success looks like to them. Continue reading What Does Success Really Look Like?
We should want our money to be able to leave a legacy. Continue reading Memories & Legacy
You will build deeper, more meaningful, and more rewarding relationships. Continue reading Mission Based Financial Planning
Our number 1 priority right now is making our clients’ businesses “seaworthy.” Continue reading Helping Your Clients With Business Recovery Plans
On balance, the role we as financial planners have in our client’s financial wellbeing has significant effects on their general wellbeing. Continue reading What Is Financial Wellbeing?