Binary thinking, what-ifs and why it helps to disagree with yourself
Ian Jones, CEO of Fundhouse, explores the concept of “binary thinking”, which relates to the idea that when faced with complex decisions, we are prone to oversimplifying the problem to arrive at convenient answers.
Emotional Connection: The fuel that drives the engine of financial advice
Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, recommends that without a genuine emotional connection, you are unlikely to be able to serve your client optimally.
What type of financial adviser are you?
Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, explores answers to this crucial question and their implications for your future success as financial adviser
3 roles of the financial planner
As a financial planner, you help clients make and implement key decisions about their life and money. often with life-changing implications
The offshore opportunity set
We take a tour through what it means to be invested offshore by looking at the actual opportunities we are investing in, and the new risks we are exposed to in the search for returns
The Golden Triangle – the cornerstone for your business
Why it is so important to know what type of financial advisor you are
Ian Jones, Fundhouse, on the headwinds facing asset managers
For a well-established industry, there is a surprising amount of ongoing changes taking place behind the scenes. Ian Jones, CEO, Fundhouse, tells us about the headwinds facing the industry
Are you working in the “messy middle”?
Rob Macdonald, Fundhouse, on defining the primary role of financial planners and finding the balance between financial security and a life well-lived
Has Covid-19 changed financial planning forever?
Rob Macdonald, Fundhouse, shares insight about how the impact of the pandemic presents the challenge for financial planners to redefine their role with clients
Humans Under Management
Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, discusses the impact of COVID-19 on your client’s financial plan.
