Fortitude Financial Planning, based in Northants, are a brilliant financial planning business. I use the word ‘business’ rather than ‘firm’ or ‘practice’ quite deliberately. Their approach, and the success they’re achieving, provide a great example to anyone trying to build a business that doesn’t lose its core values as it grows …
The hardest role to play Christian Bale won an Oscar and a Golden Globe for his role in the The Fighter, playing Dicky Eklund, the over-the-top addict and brother of aspiring boxer Micky Ward. In Bale’s acceptance speech at the Golden Globes he acknowledged the work of lead actor Mark …
Now is a great time to be adviser. I had a chat with Robin Powell at Adviser 2.0 about why. First and foremost I believe that advisory firms should be one thing and one thing only — the client. Click below to watch the video and let me know what you …
As you know, my passion is helping financial planning business owners achieve a healthy and prosperous work/life balance, so they can advise better and live better. Today, I take a look at my most popular blog posts over the last 6 months or so. These are the three that have …
What makes an expert? Experienced UK financial planner Phil Melville kindly sent me the article: Jancis Robinson on wine experts versus amateurs by ‘wine expert’ (read on to see why I put that in ‘quote marks’) Jancis Robinson (one of his clients). I’ve included a link to her full article at the end of this …