Articles

Is the family home the best investment you can recomend?

Since 2003 I’ve argued that many academics, economists, commentators and consumers confuse Two fundamentally different concepts: the risk observable in a broad-based house price “index” and the probability of loss [...]


A little thing that made a big difference

A little thing that made a big difference Dan Richards I was recently reminded that when it comes to effective communication with clients, often it is the little things that [...]


Why Families shy away from relationship dynamics

The US Trust
study cited in last month’s post revealed a definitive gap between the good 
intentions of families to improve their relationships around money and
their actual dynamism toward that endeavor. [...]


Dan Sullivan on Leading Minds Academy

In a recent conversation with Dan Sullivan of the Strategic Coach, I asked him his thoughts around the commission remuneration debate and the commoditisation of product, advice and indeed the [...]


GOOGLE IS NOW IN FINANCIAL SERVICES

Google Now in Financial Services Has your world just started to shrink? It had to happen with Google’s power and command of search engines ,they have entered the market in [...]


How Healthy is your Planning Business?

So the question is How healthy is your planning business? Is it in as good shape as you think? Rod Bertino, founder and principal of Business Health has completed an [...]


KEEP CALM AND CARRY ON

I am just back from a quick visit to London,and was amused at the slogan the Brits used during the bombing blitz of world war 2,”Keep Calm and carry on”,This [...]