Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.
Don’t Do Things By Halves
First Meeting Mistake 6: Committing The Client To All Three Phases
First Meeting Mistake 5: Fluffing The Fee Discussion
Are You A Vampire Adviser?
You Talk Too Much
THE TIMES THEY ARE A-CHANGIN’
Why I like Twitter and invest time in it every day.
Traffic-lighting the way to better writing
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