-
What is professionalism? Professionalism is fitting in. Fitting in the corporate culture of targets, AUM and commissions. Fitting in the accepted belief that more is better. Fitting in to not challenge the status quo in the financial services industry. Imagine that Steve Jobs was a professional. Would there be an iPhone?
-
All About Innovation, Blog, How to Be Meaningful, Influencing clients ethically, Start with why, The Importance of Financial Planning
3 Types of Financial Planners – Which Group Are You In?
There are three types of financial planning businesses. All three have its own style, it’s own structures and measurements and it’s own strategies. The question is: are you in the type of financial planning business you really want to be in?
-
Do you believe that your clients act on your financial plan? Then imagine Sir Edmund Hillary, the first man to climb Mount Everest, explaining how he was able to accomplish that feat. Suppose he had explained he was just walking around one day when he happened to find himself at the top of the tallest
