Bringing Life to Money
Building relationships is one of the most important things we can do to succeed in life. Whether it's with a romantic partner, a business colleague, or a lifelong friend, the people we surround ourselves with can have a profound impact on our happiness, success, and overall wellbeing. But, let's face it, building meaningful relationships can... Continue Reading →
Helping someone realise they can work because they want to, not because they have to, is incredibly empowering. Often, once someone is shown they are financially independent, they begin to enjoy work more than ever, free in the knowledge they can stop whenever they want, on their own terms.
'There's a movement going on in the world of financial planning. A movement away from calculators, products and spreadsheets; towards emotional connection, engagement and experience. As the profession continues to evolve, so too does the way we operate as financial planning professionals and businesses.' Here, I share a personal story to help illustrate the power of emotional connection in client engagement.
If a country’s financial persona could be summed up succinctly, the UK’s would most certainly be defined by our obsession with property, home ownership and mortgages.
'The great financial planners are students of history. They take the countless lessons from the past and use them to contextualise the here and now, in order to help people make better long-term decisions for them and their families.'
I'm approaching the end of my third week in social isolation / lockdown as I type this. Things don't really feel as if they've changed too much, apart from the obvious lack of freedom to leave the front door as and when I choose. Then again, I wonder how much I really made the most... Continue Reading →
If you want to get smarter, you have to read books. This has been a fact of life since the very first words were written thousands of years ago. I've never been much of a big reader myself though. Despite being quite an accomplished reader from a young age, it was never really something that... Continue Reading →
Lifestyle Finance 