Squiggly Brains
Squiggly Brains
Have you ever heard of ‘squiggly brains’ and ‘straight line brains’? You won’t find these in any medical books becau...
25
Jan
18
Jan
Planting the Seed
Planting the Seed
In a coaching and planning session, it’s often tempting to just focus on getting results. And often, that’s exactl...
11
Jan
A Day Late and a Dollar Short
A day late and a dollar short
How prepared are you for your sessions with a client? I don’t mean the suitability report, cash flow m...
07
Dec
The road is long with many a winding turn
The road is long with many a winding turn
How much do you think about your client’s journey? I don’t mean their ongoing and life-cha...
30
Nov
Home Is Where The Heart Is
Home is where the heart is
I often get asked why I’m always sitting in the kitchen in these videos. And my reasons are really quite ...
23
Nov
It Takes Two To Tango
It Takes Two To Tango
As a Financial Planner, I bet one of the most frustrating parts of your job is when you do an initial consulta...
16
Nov
Social Hub
Social Hub
For those of you who are used to listening to me, you’ll know that I’m a big advocate of Planners specialising in a parti...
09
Nov
Annual can’t be arsed
Annual can’t be arsed
This blog is all about the annual review. Even the phrase itself causes me pain in my heart and soul. Why? Bec...
02
Nov
How are you feeling, Ron?
How are you feeling, Ron?
When you’re doing a fantastic life coaching session with clients, you’ll often find that one partner in a ...
26
Oct
Netflix Problems
Netflix Problems
Working on a life plan with a client can be difficult. Sometimes you’ll be lucky and they have a clear understandin...