Sex, Funds, & Rock N’ Roll is a video of my recent talk at TEDxHuntsville. I hope you find it interesting and enjoyable and would love to hear from you with your thoughts on applied behavioral finance.
What does an 8 year old think about pensions?
I asked Ollie, age 8, what he thought a pension was. He had some interesting thoughts. For those of you struggling to follow his train of thought, a pension is something you get given […]
Should you charge hourly fees for advice? I understand that in some circumstances and jobs, hourly rate is an ideal way to charge clients. However, hourly rates for financial advisers are a controversial topic.
In this video, I […]
Delivering A Compelling Client Proposition Recently, I connected with Paul Armson of InspiringAdviserOnline for a G+ Hangout session to share some ideas about how advisers can deliver compelling client propositions in the […]