Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.
I get 3 quotes every time I sell a bond; proves I’m independent
Platforms and Providers Are Missing The Trick With (Outsourced) Paraplanners
You don’t understand segmentation if…
Behavioural biases, their impact on customers, how the FCA thinks and likely interventions.
The Relentless Pursuit of Happiness
Think SMAC: The power of relationships
Is “super clean” even clean enough?
The Collaborative Nature of Post Retirement Financial Planning
Shooting for Inbox Zero? Try Sanebox and Mailstrom
The Ten Building Blocks that Make A Great Financial Planning Practice.
There’s no denying it, is there?
Unintended Consequences of Regulation
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