If Marvel did Investments
If Marvel did Investments
When you’re going through your client’s existing savings and investments, you’ll sometimes come across sa...
20
Sep
14
Sep
Kneading the Dough
Kneading the dough
I used to be a chef - and I spent more than my fair share of time kneading dough. But now I work with financial ...
07
Sep
Sweet & Sour Fish & Chips
Sweet & Sour Fish & Chips
When we start out as Financial Planners, most of us are generalists - not by choice, but by necess...
27
Aug
She canna take anymore, Captain
She canna take any more, Captain
How do you know your marketing is working? Well, if you’re sensible, you’ll hopefully be monitorin...
23
Aug
If the glove don’t fit
If the glove don't fit
There’s only so much stuff our brains can remember - and your clients are no different. If you want them to ...
10
Aug
Bendies for Spendies
Bendies for Spendies
This ‘know your client’ thing. You know, this whole thing about ensuring you’ve got all of your client’s infor...
26
Jul
A Bit of Cake And A Natter
A bit of cake and a natter
Have you ever done this thing where you’re coaching a client and you turn into Richard Branson? No? Nev...
19
Jul
How many anxiety statements do you want?
How many anxiety statements do you want?
Not all technology is good. We often like to think it is, but sometimes technology just do...
05
Jul
Not All Design Levers Are Equal
Not All Design Levers Are Equal
Design levers are so important. They can be pulled at just the right time to overcome financial sho...
29
Jun
The ‘5 Whys’
The '5 Whys'
The ‘5 whys’ is a great technique. It helps you identify the root cause of blindspots and blocks in your client’s mind...