by Wyn Jones | Jan 12, 2017 | Uncategorized
Many opportunities in life are good, even great. That doesn’t mean we should pursue them. In his book Good to Great, Jim Collins says that once-in-a-lifetime opportunities come up every day. Most people take any great opportunity that comes their way, even if it’s not...
by Wyn Jones | Jan 22, 2016 | Uncategorized
It can be scary when you realise that you’ve reached a stage in life where you can look back on over 35 years of fluctuating investment markets before pausing to write a few comments! It’s also a comfort to be able to look back that far especially when I can do so to...
by Wyn Jones | Oct 20, 2015 | Uncategorized
October 1st is my annual opportunity to plan the last quarter of the year by completing my “To end the year on a high I need to…” list. A 90 day period is a reasonable time to plan the completion of unfinished tasks, deal with things that need attention or even...
by Wyn Jones | Jun 16, 2015 | Uncategorized
As I reflect on over 35 years of running a business that specialises in giving Independent Financial Advice, I am reminded of how important attending the annual Million Dollar Round Table (MDRT) meeting has been to me. MDRT is the Premier Association for Financial...
by Wyn Jones | May 15, 2015 | Uncategorized
Two meetings in a week have reminded me of why we do what we do, and the part relationship plays in the process. The first reminder came when a client turned to Aled and said: “it is twenty years this week that I first came to see you father.” He...
