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 →
'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.
Lifestyle Finance 