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 …

To round off 2019, I take a look at the most popular blogs that have resonated most with the readers over the course of the year. They hit some major topics like effective planning, changing financial times and building systems that will make your business great. If you missed them …

2019 is almost over. What the hell happened?  Here are my top 5 themes from the year just gone: 1. Hiring Was Tough I’ve never known a labour market so tight in my whole career (29 years). It didn’t matter who I spoke to, where they were located, or what …

There’s good stress and there’s bad stress.  Bad stress?  Relationship problems Financial worries Working too much Good stress? Challenging work  Exercise Learning to play Hendrix on my guitar And while we know we need a certain level of stress in our lives to feel alive, if we go too hard …