Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.
The Role Of The Mentor
Due deference to diligence
The ‘educated guess’, Kryptonite and the democratisation of financial planning
I thought Scotland would win the World Cup
Do you want to build a snowman?
Mind the gap between the train and the platform
A mass of contradictions
The Consultant Strikes Back!
Focus: A Call To Action
The First 3 Steps in Dealing with Difficult Clients
Back Office Efficiency
Reasons to be cheerful