💰 Could You Keep More of What You Earn?
5 days ago • 3 min readHi everyone, Who caught the "Hi everyone, (Draft-only for John and Joe)" in a previous email!? 🤦🏻♂️ Some asked me about that, and all is was, was a draft line I forgot to delete when I sent that message! I felt like such a chop! hahaWell, I don't think I'll fire myself just yet!😅Anyway! Today I want to quickly talk about some unspoken tension in areas of financial advice. You’ve built a career on trust, expertise, and relationships—maybe even a thriving practice. But if you’re like more and...
READ POST🚀 IFA's: Your Own Brand. Global Reach. None of the Admin.
12 days ago • 2 min readHi everyone, I've been having some interesting conversations recently with advisers who've made the jump offshore — and others who're still thinking about it. There's a pattern I keep hearing more and more of late... "I love the international lifestyle and the earning potential... but I'm tired of building someone else's brand." Sound familiar? You know the drill. You land in Dubai or Asia or somewhere else... join a firm, and suddenly you're pushing their products, sporting their brand,...
READ POST💼 Good Advisors Deserve Better Companies.
17 days ago • 3 min readHi everybody, Wow, and its weekend again! I wanted to touch on making changes...positive changes in IFA career.Look folks, obviously not every challenging career move is a mistake...sometimes, it's simply incomplete. Every week we speak with advisors who joined an international wealth management firm believing they'd found the opportunity they'd been searching for. I have to specifically say these firms are usually NOT our clients. The brochures looked impressive, the interviews sounded...
READ POST💰 HNW Advisers Wanted: A Dubai Opportunity Worth Exploring
21 days ago • 1 min readHi everyone, A quick one today because this is one for the experienced Dubai advisers. You know the market, you know the drill. Another month, another product, another target...another sales meeting asking why you haven’t pushed enough of "the latest opportunity" to your clients. But for some advisers, the next move is not about another company… It’s about finding a platform where your experience actually matters. We have been approached by our client in Dubai, a boutique private wealth and...
READ POST💭 What If Your Best Career Move Is Still Ahead of You?
24 days ago • 2 min readHi all, hope you're well!You know, I once touched base with a chap called James...and when he first heard about international financial advisory work, he dismissed it immediately. He had clients, stability, and a career built on a decade of effort. He told himself, “I don’t need to start over.” But deep down, he knew something was missing. Each year felt like a repeat of the one before — the same meetings, the same compliance battles, the same shrinking freedom that had quietly crept into the...
READ POST🚀 The AI Workflow That's Saving Me Hours Every Week
about 1 month ago • 3 min readHi everyone, I'm not sure how many of you are familiar with AI, and by that I don't just mean asking ChatGPT to draw a cartoon picture of your boss, your girlfriend, or some politician—which, as many of you know, it can do remarkably well! 🤓 I've been tinkering with computers and programming since the early 1980s, when the first home computers and XT PCs running DOS started appearing. Like many of you, I've witnessed everything from the pre-dial-up era through to the birth and evolution of...
READ POST🌌 Moon Colonies, Mars Taxes & Some Amazing IFA Jobs
about 1 month ago • 1 min readHi everybody, Like fellow South African Elon Musk-, now the worlds first Trillionaire, I might have some wild ideas about where things might go in the future...but hey, the 70's Star Trek hand held sci-fi communicator inspired the first Motorola flip-phones...right? How long before the "For all Mankind" type TV series etc becomes reality and we send the first advisors to go give "off-planet" financial advice to Astronaughts, Moon residents or Mars Colonists? Wonder what the tax benefits might...
READ POST🚀 What Happens When Reach Meets Scale?
about 1 month ago • 1 min readHi everybody, hope you're all well! Wow, what a crazy and also exciting times we're all living in right now...right? Anders...also Ray, I just wanted to say you're a rockstars, and one day I will share more about why I've said this. Well folks, I've spent years building networks, audiences, databases, platforms, and relationships across the international wealth management industry. It's possible those assets may soon be paired with a platform capable of taking all this to an entirely new...
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