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How would you like to die? How often do you ask your clients this question?
"What would we be doing now if you had died last night?" is a question one South African financial planner likes to ask early in a meeting with a potential new client. It captures the ...
Your brand – it’s not on the outside… it’s inside!
How important is a brand for a financial planning business? After all, financial planning is a business that is all about the relationship. The personal touch. The aptitude to connect ...
Why make a fuss over your Value Proposition?
Why worry about working on your value proposition? Surely being a financial planner is just about doing your work as well as possible and giving great service? The rest surely will ...
The Folly of Forecasting
We have evaluated well over 50 individual multi asset strategies in the past year. What seems to be quite consistent across many of them over long periods is the limited evidence for ...
Find your purpose as a business and solve your people problem
"How do I find good people?" and "How do I retain good people?" are probably the two most common people-related questions owners of financial planning businesses ask. Followed closely ...
Dunbar’s number and how many true financial planning client relationships you can re...
"Dunbar's number" - named after British anthropologist Robin Dunbar and based on his research, which suggests that there may be a physiological limit to the number of people with whom ...
Structured Products: the International Titans Basket offered by Investec Bank
We have recently received a number of queries around the value of structured products within a client portfolio. This research note covers these products generally, with specific ...
UK Property Funds: Barbarians at the Gate
It appears that democracy is squarely to blame for clients being unable to get their money out of many of the UK direct property funds. Who would have thought that the vote last ...
Fight instinct to back perennial winners
Which fund would you buy today, without knowing anything more about them? A top-quartile fund returning 30 per cent over three years, or a bottom-quartile fund that lost 10 per cent in ...
Behavioural Coaching – The Key Tool in the Financial Adviser’s Toolkit?
We recently ran discussion forums around the country on Behavioural Coaching. These sessions were very insightful and in this article Fundhouse's Rob MacDonald speaks about some of ...
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