As everyone heads back into the office the ‘to do’ lists hastily made in 2020, will be dusted off and removed from the desk drawer. On that post-it note will be some items that possibly became more of an obvious need by the end of a challenging 2020. Some will also be based on opportunities you really want to harness for this year.
Archives for January 2021
Who gets to teach clients what good advice is?
For a long time, the financial services industry as a whole has been sending mixed messages to would-be clients about what advice actually is. It’s often a combination of going to see an adviser, buying a specific product, getting the best superannuation return…the list goes on.
Creating new habits in 2021
As we started 2021, I’m sure we all felt like we were letting go of a well-worn jacket – put quickly in the charity bin and never to be seen again (if you’re in Melbourne you might need a new one right about now #melbournesummer). But, alas, the year hasn’t started so clean and fresh.