I flew to Sydney recently and experienced an epic fail from three (yes three) car rental companies. Here’s what happened. I had to fly to Australia recently at very short notice. In the rush to get on a flight I didn’t book a rental car to pick up at Sydney …
Looking to get your year off to a flyer? Then here are a few popular articles that you may find useful to push that New Year energy in a positive direction for 2020. Let’s start as we mean to go on. 1. Do you have 2020 vision? Brett Davidson If you’re …
I recently heard about an adviser who has called it quits and is leaving the profession. The reason? He was totally fed up with the barrage of regulation. For him, the fun had finally left the building. I get it. I’ve written about some of my concerns on the regulation …
For most of your financial planning career you’ve fought hard to ‘bundle’ your advice to clients. What does ‘bundled advice’ mean? It means the client gets everything included for one fee; in this case the ongoing 1% of assets under management, or flat fee that you charge (whichever version you …
Have you got 2020 vision, or do you need to go to Specsavers? 2020 is going to be a huge year for all of us in the Financial Planning community. Change is accelerating at an accelerating rate. It’s scary and exciting all at the same time. Here are three themes …