Top Down vs Bottom Up
Top Down vs Bottom Up
Never underestimate the value you add to your client’s life when you embrace the top down approach. It’s not ...
21
Jun
14
Jun
Leave the house to the kids…
Leave the house to the kids...
When coaching clients, you’ll often hear them say, “I want the house to go to the kids…” But as well ...
07
Jun
Get out of the way you bleeding idiot!
Get out of the way you bleeding idiot!
Remember my recent blog, where I flagged up the perils of computer generated risk profile que...
01
Jun
We hope it’s chips, it’s chips…
We hope its chips, it's chips...
What do chips have to do with understanding your client’s attitude to risk? Quite a bit actually, ...
25
May
Zero calorie lemon top please
Zero calorie lemon top please
Remember Newton’s 3rd law of motion? No? It’s the one that says every action has an equal and opposit...
17
May
Incoming!! Deflect! Deflect!
Incoming!! Deflect! Deflect!
How tough are you on your clients? I mean, when you’re in a great Lifestyle Financial Planning session...
10
May
You’re not going out like that are you?
You're not going out like that are you?
How much thought do you give to what you wear? I’m not talking about how long you spend in ...
30
Apr
Are you in or out?
Are you in or out?
You’ve heard me bang on about big questions and little questions. So today, I’m just talking about how we can re...
26
Apr
Houston, we have a problem
Houston, we have a problem
What do you do when your clients have a shared vision of their lifestyle, but want to remain financially ...
19
Apr
When is an inheritance not an inheritance?
When is an inheritance not an inheritance?
An inheritance isn’t always an inheritance - especially when it’s just a fairytale. In f...