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    Hundreds of global insights from innovative financial planners.

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    Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.

    Wind of Change
    • Dec 11, 2020
    • 5 min

    Wind of Change

    Inverted funnel – The Advice Gap is getting bigger!
    • Nov 24, 2020
    • 3 min

    Inverted funnel – The Advice Gap is getting bigger!

    A man is not a financial plan
    • Nov 10, 2020
    • 2 min

    A man is not a financial plan

    How to get rich…sooner!
    • Nov 4, 2020
    • 3 min

    How to get rich…sooner!

    Giving back – Why we should consider it as part of our business
    • Nov 3, 2020
    • 3 min

    Giving back – Why we should consider it as part of our business

    Are You Talking Yourself Out of the Lifestyle You Want?
    • Oct 7, 2020
    • 3 min

    Are You Talking Yourself Out of the Lifestyle You Want?

    Covid, Money & Life
    • Sep 29, 2020
    • 3 min

    Covid, Money & Life

    Do you have a friend that’s over 30 years younger or older than you?
    • Sep 23, 2020
    • 3 min

    Do you have a friend that’s over 30 years younger or older than you?

    Is it time to change the wallpaper?
    • Sep 18, 2020
    • 3 min

    Is it time to change the wallpaper?

    What my road rage taught me about finding the right work life balance
    • Sep 15, 2020
    • 2 min

    What my road rage taught me about finding the right work life balance

    Embracing the ‘LastGen’
    • Sep 4, 2020
    • 5 min

    Embracing the ‘LastGen’

    Always Look Up
    • Sep 3, 2020
    • 2 min

    Always Look Up

    A Foreign Language, Some Ice Cream Money & One Monthly Subscription
    • Sep 2, 2020
    • 4 min

    A Foreign Language, Some Ice Cream Money & One Monthly Subscription

    Do we expect too much?
    • Aug 27, 2020
    • 3 min

    Do we expect too much?

    Blame culture: you wouldn’t blame your clients, why do you blame your staff?
    • Aug 21, 2020
    • 3 min

    Blame culture: you wouldn’t blame your clients, why do you blame your staff?

    As good as the real thing?
    • Aug 20, 2020
    • 2 min

    As good as the real thing?

    In the future, human agency will be even more important
    • Aug 17, 2020
    • 7 min

    In the future, human agency will be even more important

    Diversity: It’s Progressing
    • Aug 14, 2020
    • 3 min

    Diversity: It’s Progressing

    Becoming a planning-centric financial planner is going to cost you time, money & effort but it’
    • Aug 12, 2020
    • 4 min

    Becoming a planning-centric financial planner is going to cost you time, money & effort but it’

    A question of empowerment?
    • Aug 10, 2020
    • 2 min

    A question of empowerment?

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