I don’t know about you, but I have no idea where September went!?
The last month has been very busy and there have been a few personal and business highlights:
I reached yet another birthday in early September (42!)and jumped on a train to London with my brother to go and watch England vs Wales at Wembley.
It was a great 24 hour visit, although the game was a bit of a non-entity. England won but Wales did themselves proud.
We managed to get a deal on the train so went there and back First Class. It’s by far the best way to travel and one I could get used to very easily…
At the end of the month I attended a stag do in…Alton Towers!
I know, I can hear you thinking “you went where?”.
Well, I can assure you that it was a fantastic idea by the groom and it coincided with the heatwave so we had 25c to contend with
It was a small party (only 5 of us during the day) so we were able to get on the rides together which made it a great laugh.
On the second day, after a rather late night, we did a lot of floating in the Water Park. Needless to say, the energy levels were a little low!
If you’ve not been to Alton Towers with the family, I highly recommend it.
The week after the football trip, I was back in London to attend an investment conference.
This is hosted by one of the investment companies that we use within our investment portfolios.
They always try to put together a programme that will educate us as well as help us improve the services that we offer to our clients.
This was no different.
The main speaker was Barry La Valley of RightBrainAvisor.
As the financial services industry often tends to communicate with clients in a left brain, logical facts based approach, Barry works with advisers to help them communicate to their clients’ right brains, so that clients and their advisers are able to work on the financial planning in the client’s terminology rather than the adviser’s.
In particular, ‘The Iceberg’ analogy is very useful.
It states that clients want to know 10% of all the information available with regards their financial planning.
They are comfortable not knowing the other 90%, but want to be reassured that their adviser knows it!
We couldn’t agree more.
All clients have different learning styles so we’ll be incorporating as much of Barry’s material into how we work with current and future clients.
We’ve also been busy preparing for forthcoming events:
We’re running a course with Northern Deanery in Durham on October 26th, 2-5 pm. This will cover the new pensions legislation as well as how to map your financial future. We also have a guest accountant who will be covering the pros and cons of incorporation.
This course will be repeated in Cumbria on January 27th, 2-5 pm.
On December 1st 6.30-8.15 pm we’re hosting an event at our offices in Newcastle (you may have received a postal invitation). This will be an informal evening (light buffet provided) and again, we’ll have a guest accountant who will talk about Goodwill values, Incorporation and Financial Benchmarking.
Spaces are limited for all 3 so if you’d like more details on any of these please email us.
Well, the clocks will be changing soon so I think (aside from the recent mini heatwave) we can safely say that winter’s around the corner