Home Is Where The Heart Is
Home is where the heart is
I often get asked why I’m always sitting in the kitchen in these videos. And my reasons are really ...
18
May
18
May
Why the right answers to the wrong questions don’t help
Giving the right answers to the wrong questions doesn’t help anyone
That might sound pretty obvious. But, it’s surprising how easy...
18
May
Half advice isn’t a thing – ask Roger Moore
Half advice isn’t a thing - ask Roger Moore
With Lifestyle Financial Planning, there’s no such thing as half advice. Not sure what ...
18
May
Why enough is never enough and what it’s got to do with woolly mammoths
Why enough is never enough and what it's got to do with woolly mammoths
If you don’t know what ‘enough’ looks like, it’s easy to ass...
18
May
How much should you be charging for your Lifestyle Financial Planning service?
How much should you be charging for your Lifestyle Financial Planning service?
This is a common question. In fact, one of the most ...
18
May
Why you can’t do great financial planning without cheesecake
Why you can’t do great financial planning without cheesecake
It’s really important to open your client’s eyes to the concept of time...
18
May
What would Fireman Sam be if there were no fires?
What would Fireman Sam be if there were no fires?
Reluctance to retire is an interesting and common phenomenon. Even when we have e...
18
May
Neil’s Guide to Winning a Financial Planning Beauty Contest (Stop Laughing At The Back🤣)
Neil's guide to Winning a Financial Planning Beauty Contest (Stop Laughing At The Back🤣)
Wondering what financial planning has to do...
18
May
Beware the tinker man
Beware the tinker man
You’ll come across many personality types, and character traits, as a Lifestyle Financial Planner - and we’ve ...
18
May
Is what you think you are selling the same as what your client thinks they need to buy?
Is what you think you are selling the same as what your client thinks they need to buy?
Have you ever considered whether the service...