Excellent Advice, Fragile Business
Oct 13, 2026 There is a sentence I keep coming back to when I think about financial planning practices: Excellent […]
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Client Experience
Solve the first problem first
July 27, 2026 Â I recently delivered a lecture for Moonstone on something I see quite often in financial planning
Solve the first problem first Read More »
Your Process Is Not Broken. Your Handover Is.
July 8, 2026 In many financial planning firms, when something goes wrong, the first instinct is often to blame the
Your Process Is Not Broken. Your Handover Is. Read More »
When money becomes control – and what you can do about it
July 1, 2026 In many households, one person naturally takes the lead when it comes to finances. They manage the accounts,
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Make your end-of-year bonus work for 2026 – not just for “Ke Dezemba”!
December 9, 2025 Let’s be honest, many of us already started thinking about how to spend our bonus around October,
Make your end-of-year bonus work for 2026 – not just for “Ke Dezemba”! Read More »
The Hidden Chains: Understanding and Combating Financial Abuse
December 4, 2024 Economic and financial abuse are serious, yet often misunderstood, forms of manipulation and control that can leave
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