Feb 21, 2021STEER CLEAR OF THESE MANAGERIAL MISTAKES!IN BUSINESS, ONE AREA MOST PEOPLE DO NOT FULLY TAKE INTO ACCOUNT IS THE AMOUNT OF TIME, EFFORT AND COST COMPANIES AND ORGANISATIONS INVEST INTO THEIR RECRUITMENT PROCESS! After all of the hours spent on advertising, screening CVs, interview processes, background checks, negotiation stage, the paperwork, etc. etc. etc… it soon adds up to be a big part of ones role. Now think how disheartening it is when the recruit announces he/she is leaving (!!)… Not only have…Advice4 min readAdvice4 min read
Jan 3, 2021THERE SHOULD BE NOTHING REMARKABLE ABOUT WORLD-CLASS STANDARDSOur mission as a financial adviser is simple, and it’s putting the client first. All too often, we get caught up in the nitty-gritty of portfolio construction, asset allocation and diversification before understanding who our clients are and what aspirations they harbour. …Clients3 min readClients3 min read
Dec 6, 2020FINANCIAL SERVICES NEEDS MORE YOUNG TALENTAs demand for domestic and international financial advice continues to soar, more must be done around financial services careers to attract young talented individuals into the financial services industry, to prevent advice becoming a privilege exclusively for the wealthiest of those in society. As I was quoted as saying in…Advice2 min readAdvice2 min read
Nov 15, 2020MAKING MONEY IS NO GUARANTEE OF BEING RICHHERE’S A FACT: IN 2018, 121 PEOPLE FELL OFF FORBES’ “THE WORLD’S BILLIONAIRES” LIST. BACKTRACK A BIT MORE, AND YOU REALISE THAT OVER 70% OF THE NAMES ON THAT LIST IN 1982 WERE NO LONGER ON THERE BY 2014. So what went wrong? Possibly nothing. But it’s a reminder that…Money3 min readMoney3 min read
Nov 9, 2020WHAT DOES IT TAKE TO SUCCEED IN LIFE?You will often find in life that there are broadly speaking 2 different types of people; those that typically enjoy their 9–5 jobs, with the benefit of taking an annual holiday somewhere nice, but never really push their potential to the full limit, and then those that will stop at…Success5 min readSuccess5 min read
Nov 2, 2020LEADERSHIP TIPS: BRINGING THE BEST OUT IN YOUR TEAMI recently prepared a presentation on the importance of leadership, and I thought it might be beneficial to highlight some of the observations and also provide my leadership tips. After all, we’re all learning — or should be — from each other all the time. Being a good leader is…Leadership7 min readLeadership7 min read
Oct 8, 2020THE GOOD TIMES ROLL, UNTIL THEY DON’T“Let the Good Times Roll” by legend B.B King. It’s a great song — but it recently got me thinking…How many of you are taking into consideration a diversified investment strategy approach? I can’t quite believe I’m saying this, but the sentiment in the song is the crucial problem that we have to address as financial advisers, and as your partners in a journey towards financial security. …Leadership4 min readLeadership4 min read
Sep 28, 2020HOW INTERNATIONAL ADVISERS CAN TRANSITION BACK TO THE UKWhat does it mean for financial advisers returning to the UK? What are the impacts? If you are thinking of moving back to the UK this blog is a must read! Sometimes financial advisers working in the international space may, at some point in their careers, consider making the move back to the UK, perhaps for family reasons, cost of living or their children’s education, for example. Maybe because 4 years ago I made the move myself, the international community often…Financial Adviser4 min readFinancial Adviser4 min read
Sep 15, 2020WHAT’S YOUR CUSTOMER PROPOSITIONVision and mission statements are considered a crucial element of any organisation’s toolkit be it large or small. All good and laudable — because it gives organisations something to aim at. It helps define their corporate culture. It gives companies a homing beacon. At least, that’s how it’s supposed to work. At the risk of sounding controversial, I’m going to have to say I’m not entirely convinced. Aren’t…Customer3 min readCustomer3 min read
Aug 30, 20207 ESSENTIAL TIPS ON WHAT IT TAKES TO SUCCEED IN LIFEYou will often find in life that there are broadly speaking 2 different types of people; those that typically enjoy their 9–5 jobs, with the benefit of taking an annual holiday somewhere nice, but never really push their potential to the full limit, and then those that will stop at…Lifestyle5 min readLifestyle5 min read
