Since birth we keep on learning. We just keep on adding to the store. Have we thought about making room in the store for new deliveries? Have we ever thought about clearing our mind and making room for new exciting ideas? Or are we confined to the in-the-box thinking? Our minds often become cluttered with […]
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Our well-being affects all facets of life. While Lifestyle Financial Planning (LFP) is viewed as a holistic solution, it still focuses on financial aspects of “wealth.” It does not bring out the “total needs” of an individual and then plan for Life. Planning for life based on Total Wealth Planning drives wealth and career success […]
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University of Wollongong academics Shantha P Yahanpath and Shan P Yahanpath argue that there is a better way for financial planners to approach wealth management. Given the crisis-ridden recent past and the future challenges of the financial planning industry, it is timely to question whether financial planners are managing the total wealth of customers or […]
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“I’m really sad to see James struggling…” Ita Buttrose (commenting on billionaire investor James Packer’s health) The emptiness of some of the most successful executives is well hidden. Often it is hidden behind pin-striped suits, expensive cars and luxurious houses. But until I started training and coaching, I did not get close enough to it […]
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High achievers often plan for companies and others but not for themselves. Executive coaching has also focussed more on career planning. And, personal financial planning value propositions have also been focussing more on financial aspects. Mainly for this reason financial planning profession has been subjected to ongoing criticism in the recent past and the quest […]
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