Clients Just Don’t Care

Is it just me, or do clients in general just not really care as much as planners do about their own financial wellbeing? Having put myself out there as a planner, I know how difficult it is to convince clients that it’s important to take an interest in the status of money in their lives,...Continue reading

What’s your Pinky Promise?

My daughters commit me to pinky promises, a challenge, no doubt faced by many parents. I accept these invitations reluctantly knowing the weight of expectation that it carries. Should the outcome not correspond exactly with the idea my girls had in their heads, I set the stage for disaster. The repercussions range from floor-stomping, demon-infested...Continue reading

Heart, Head and Hand!

We’ve seen some serious evolution in the profession of Financial Planning. As a profession that has sprung up out of a hard-core sales world, I think we can be proud to see the ever-increasing inclination toward ethical practice and good outcomes for clients. I still think we’re trying to shake off the “policy-smous” reputation reminiscent...Continue reading

Tech Stack?!?

I don’t think it would be at all provocative to say that technology is improving our ability to give our clients significantly improved financial planning experiences. From CRM engines that help us remember the names of their cats, financial planning tools that print out fancy looking reports and aggregation engines that put all their stuff...Continue reading

Go Digital!

There’s a lot of pressure to “go digital”. It’s everywhere, from your relationship with your bank, or your supplier of dog food (Takealot for me), “digital” is poking its nose into every corner of our lives. At a minimum, consumers expect cataloguing on an app, uber-eats convenience and augmented reality business cards. Can present as...Continue reading

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