The Top 5 Myths of Behavioural Economics

I was not initially schooled in the world of economics. Or finance. Or market analysis. For the sake of my clients and partners, I’ll provide comfort by assuring them, indeed I have acquired that knowledge and training during the past 25 years working in the world of personal wealth management.

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Creating a Culture

A few years ago, I visited a very successful Wealth Management firm in Atlanta. The firm was in excess of 3 billion dollars Assets Under Management, had incredible growth rates, and were looking to enhance their client experience and technology solutions. Which explained my visit.

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The Future of Segmentation

Did you use this “Covid time” to do some much needed straightening up? The actual focus of the overhaul is immaterial. What is material, is that in your endeavour to use this ‘excess time’ in your life, you arranged things so that when you needed to access them, they were easy to find and retrieve.

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