What is the highest value your clients can get from you?
A few years ago, I attended a conference in Oslo and one of my memories is of Dr. Aaron Turner making a particularly powerful point. Aaron shared a story about a time he was holidaying in Hawaii with his family. They were spending some time on the beach and he was standing in the sea […]
The power of simplicity in a world of complexity
The human intellectual mind loves to make things complex. And this is just as true in the financial world as anywhere else. We could have a much simpler tax system – but we choose not to. We could vastly simplify pensions – but we choose not to. We could make financial products and investments simpler […]
Are you sharpening the saw?
It’s important for financial advisers to consider self-care and their mental wellbeing in order to best serve their clients.