Many financial planners are currently dealing with the fallout from volatile financial markets and managing their clients’ questions and anxieties. However, have you considered the impact on your practice once the Coronavirus hits SA? 1 What if you can’t travel to see clients? 2 What if your existing clients can’t travel to your offices? 3 How...Continue reading
Tag: planner
Calorie Counting is for the Birds
2020, another year, another decade! No doubt, to be accompanied by a new set of resolutions and hopes for a “new me.” Habitually, I’ve had on my list: “get thinner” and “get richer,” among various other incidentals. Curious also that I seem to have a blind spot in my ability to select the strategy that...Continue reading