Daniel Pink famously said ‘If a picture is worth a thousand words, a metaphor is worth a thousand pictures’. I’m not sure what you get when you combine an image with a metaphor, but this is definitely price
I confess. I was sailing. Too busy to bother with Twitter, or Facebook. So, as often happens, I miss the news. I don’t stress. Life goes on. But I received the following in my inbox this morning. It sums up
Hi Phil (Wise)
I would have thought it was nearer 90% than 51% who “are ‘primarily’ interested in managing an investment portfolio in return for charging a fee calculated as a percentage of the portfolio v
“Journalism: A profession whose business is to explain to others what it personally does not understand.”
Imagine the situation. You’ve been sent to Poland by your Employer, to a Convention on
I look forward to seeing you at BACK2Y Phil!
As regards ‘Selling’ Financial Planning… that’s tough. Because nobody understands what it is UNTIL they experience it. So trying to ‘sell’ it will most likely fail
Both the PFS Conference and IFP are riddled with product provider money and influence. And it stops Advisers understanding and focusing on what true financial planning is about. (It has nothing to do with products
Absolutely Guiseppe! You’ve paid the price over the last year and although it’s still early days, you’re already seeing the results. As you so rightly say, when the penny drops, there is no going back!
Although ‘Cashflow Modelling’ has been around for 30 years or more it only now appears to becoming popular. I’ve been using it successfully with clients for most of those 30 years, and speaking from experience, if