The Role of Advisors in Consumer Education

In my last blog I discussed how regulators are pushing for greater consumer “financial capability” and how the Irish regulator had recently issued a report on this. In the Netherlands, consumer financial capability is also a huge issue. Yesterday, I met with the Netherlands Authority for Financial Markets (AFM) along with our Country Operator, Symon […]

Discover Your Investment EQ

The most common cause of low prices is pessimism It’s optimism that is the enemy of the rational buyer. – Warren Buffett Ask a group of investors to share the secret to successful investing, and youre likely to get many different quantitatively focused answers, ranging from, hold for the long-term, diversified asset allocation, quality research […]

Information Flows Drive Energy

Last night I was called by a family friend (for the sake of the innocent, Amy) who was being pushed by an advisor to make a major decision in regard to transferring her retirement savings account. Why was Amy asking me the question? Basically, she was feeling uncomfortable and very hesitant. And yet, Amy is […]

What is Balance?

During a recent Wealth Mentor Training with a group of financial advisors we were discussing our definitions of a Quality Life. A number of advisors made a very key observation: Is there such a concept as a balanced life? Can a person really have balance? This discussion really hit a chord with me as this […]

Who is Your Client?

I have had some really interesting conversations with advisors during the past few weeks during presentations. In particular, when I have been talking about family dynamics and asking the question who is your advice really impacting? Generally, the obvious answer would be that your client is the person who currently has the wealth for which […]

Advisor-Client Chemistry

Do you have the right clients? This is a very topical issue for many financial planners, particularly those who have already built a business to a reasonable level. Actually, it is as important as the client selecting the right advisor. In the end there must be a mutual relationship with the parties comfortable with each […]

The Definition of Retirement is Changing

What is your definition of retirement? It might be good to think about that a bit. Do not just listen to the “noise” out there about what it means or what others are doing. Focus on you and who you are. You may just be surprised what retirement really means in the context of your […]