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 iPlanningWealth | Sep 8, 2015 | Uncategorized
During a trip to one of my favourite little seaside towns on Cape Ann in Massachusetts I saw these words on a sign in a Barber shop window. We repair homemade haircuts. Many a DIY attempt at cutting hair have ended up as embarrassing disasters. There are many tales of...
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...
by iPlanningWealth | Nov 10, 2014 | Uncategorized
You may have noticed on Saturday that Aled made into the Times once again for being voted one of the UK’s Top Rated Advisers. This is the second time that he has been featured. If you did happen to spot his name in the paper you will have done better than the...
by Wyn Jones | Aug 1, 2014 | Uncategorized
I was treated to a masterclass in networking on my way home from Toronto. I’ve read books and listened to world class speakers and experts on networking but learnt more in an hour of seeing a master at work in Terminal 5 at Heathrow airport. Surprisingly for a modern,...
