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25 Jan
Academy

Squiggly Brains

  • January 25, 2022
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Squiggly Brains Have you ever heard of ‘squiggly brains’ and ‘straight line brains’? You won’t find these in any medical books becau...

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18 Jan
Academy

Planting the Seed

  • January 19, 2022
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Planting the Seed In a coaching and planning session, it’s often tempting to just focus on getting results. And often, that’s exactl...

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11 Jan
Academy

A Day Late and a Dollar Short

  • January 5, 2022
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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...

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07 Dec
Academy

The road is long with many a winding turn

  • December 3, 2021
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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...

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30 Nov
Academy

Home Is Where The Heart Is

  • November 25, 2021
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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 ...

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23 Nov
Academy

It Takes Two To Tango

  • November 15, 2021
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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...

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16 Nov
Academy

Social Hub

  • November 12, 2021
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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...

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09 Nov
Academy

Annual can’t be arsed

  • November 8, 2021
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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...

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02 Nov
Academy

How are you feeling, Ron?

  • November 1, 2021
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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 ...

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26 Oct
Academy

Netflix Problems

  • October 22, 2021
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Netflix Problems Working on a life plan with a client can be difficult. Sometimes you’ll be lucky and they have a clear understandin...

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