Why Most Financial Plans Fail!

As our industry pushes further and further towards the financial plan as the linchpin of a client relationship, we challenge the idea of “Goal Setting” delivering real value. We expose the limitations of this approach and highlight the pitfalls it presents to the client/advisor relationship. Finally, we offer an alternative methodology and solutions.

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The Top 5 Myths of Behavioural Economics

I was not initially schooled in the world of economics. Or finance. Or market analysis. For the sake of my clients and partners, I’ll provide comfort by assuring them, indeed I have acquired that knowledge and training during the past 25 years working in the world of personal wealth management.

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