Improving yourself as life goes by is a must – and it doesn’t always come natural to people. Knowing how to step out of the comfort zone, take control and dream can always be a bit daunting. Here Mike talks about the importance of personal development, the impact of change and how to succeed. Enjoy reading – it’s a fun topic!
People often ask, what makes great firms stand out from the crowd; what differentiates them from the competition? The answer is as simple as it is complex – great customer service.Now more than ever before ALL businesses need to ensure they have happy, helpful and...
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We all know what a regular financial review is, right? It’s a staple of the advisory and wealth management business. Once a year, every six months, or once a quarter, financial advisers sit down with their clients and debrief them on how on target their...
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Listening to the advice of a great financial adviser may not make you rich, but it is an excellent way to assure you that you are on the right path toward achieving your financial goals. Just like some accountants or some solicitors are better than...
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As we move forward into this exciting digital age, and as an increasing proportion of our lives are based around technology, protecting our privacy is, perhaps, more important now than it’s ever been.It’s not just about shutting your front door behind you and closing yourself...
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Not all toxic people realise the negative impact they have on those around them, but some do it for satisfaction. Either one creates a bad vibe in any environment whether that’s at home, in the workplace, or even in your social circle.There are of course...
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The habits you form now will affect you for the rest of your life. Understanding the most common financial money mistakes will help you make better financial choices in the future.Avoiding costly money mistakes will save you money, time & stress.I have listed below the...
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As demand for domestic and international financial advice continues to soar, more must be done to attract young talented individuals into the financial services industry and to prevent advice from becoming exclusively for the wealthiest of those in society.As I was quoted as saying in...
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Financial advisers and wealth management firms are working in an evolving industry that constantly responds to international financial services changes. To do justice to our clients, and deliver the world-class service expected of us, we need to constantly evaluate, monitor and improve our own performance....
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As previously mentioned in my blog "Spenders vs. Savers: How they can meet in the middle", I mentioned a meeting with renowned psychologist and best-selling author, Dr Peter Collett. The meeting was absolutely fascinating! We discussed an important subject for anyone involved in financial services: the...
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To achieve customer happiness it should always be at the heart of what any business does.I have listed the below top 10 tips on how to successfully achieve customer happiness and implement this across your business. #1: You need to know what's important to the client This...
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Making the right investment decisions is something you can only properly do by fully understanding your own personal risk tolerance. There’s no doubt that we all know that all levels of reward come with some level of risk and uncertainty. The amount of risk, of...
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Following on from my recent blog "Habits of Successful Investors", I believe that Behavioural finance is the study of the psychology that affects financial decision-making. In most situations, emotions play a role in investment decisions.Often, the focus here is on greed or fear, commonly found...
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Luck may be on your side if the biotech shares you just purchased double in price because the company announces it has found a cure for cancer. However, luck has very little to do with being a successful investor. Successful investors do not rely on...
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When it comes to seeking financial advice, investing in a financial adviser should be exactly that – a careful investment. In the same way as allocating funds for your children’s future education or buying additional property is an investment, the saying ‘you get what you...
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In the age of information, the answer to nearly any question is available at your fingertips. Want to know how to cook a particular meal or repair something in your home? All you have to do is get online and ask your question. You'll likely...
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The expat dream remains very much alive and real amongst Brits, with a series of independent polls and official statistics. This suggests a continued upward trend of UK citizens seeking or actively committing to leaving Britain. With this in mind, and taking an interesting ‘side look’...
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Learn here the top 6 tips to turn your 2021 failures into success for 2022 Successful people have two areas of focus: the present moment and creating the future that they desire. When you have setbacks, it's easy to stay in the past, beat yourself up...
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Should I quit my job? One of the most unanswered questions of all time! We ask ourselves, we dream and think what it would be like - yet we do absolutely nothing about it!It’s surprising how many people live their lives living in the same...
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The majority of us meet new people on a daily basis, and that is why you must know how to make the first impression count.The first impression is so important and will impact your entire relationship moving forwards.With this in mind, I have enclosed below...
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A good leader will be a good leader regardless of location, team members, industry changes, etc. They just know what to do, it comes naturally!Any successful leader can take any team and make them awesome… and here I have listed some key areas to make...
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The global marketplace is changing. For International Financial Advisers, the choice is stark: either adopt best practices in the face of challenges or slowly become less relevant.Let’s take a look at how things are changing.On the financial front, there are increasing – and justified –...
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When speaking with many Managers and Leaders over the years, it is clear to me that many seem to have the mindset of “be feared or be liked”. You may ask yourself which one is better… Many of you probably already know the answer based...
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Let’s start with what the Oxford dictionary has to say on the matter. An accreditation is “The action or process of officially recognizing someone as having a particular status or being qualified to perform a particular activity.”So far so good – and leads us to...
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I recently prepared a presentation on the importance of leadership, and I thought it might be beneficial to highlight some of the observations. After all, we’re all learning – or should be – from each other all the time. Being a good leader is essential to...
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You will often find in life that there are broadly speaking 2 different types of people; those that typically enjoy their 9-5 jobs, with the benefit of taking an annual holiday somewhere nice, but never really push their potential to the full limit, and then...
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