August 14, 2014

THE NUMBER ONE REASON PEOPLE NEED FINANCIAL ADVICE IS NOT ABOUT THE MONEY

I was just listening to the Neil Diamond song, Forever in Blue Jeans. Money talks. It talks in volumes when it comes to allowing you a life of choice. However for many people (not everyone), it’s not the money itself that really matters. It’s the psychological and emotional freedom it provides to enable people live life the way they choose, that makes them happy.

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BUILDING A DREAM TEAM: THE KEY TO SUSTAINABLE SUCCESS

Do you ever wonder how much more your practice could achieve, if only you had more time to think strategically? Stepping back from day-to-day operations is difficult when you’re fully immersed in paperwork, trying to keep revenue churning, clients happy and your team fulfilled.

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DO YOUR CLIENTS UNDERSTAND THE IMPORTANCE OF DISCIPLINE?

As of July 31, the current ASX bull market had been running for 784 days. Volatility had almost subsided and that twitch most people developed during the GFC had finally disappeared. Consistent good market returns had made some people excited. Other people started becoming extremely nervous.

 

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