Monthly Archives: June 2025

When Markets Get Emotional Advisors Must Pivot from Rational to Relational

When Markets Get Emotional Advisors Must Pivot from Rational to Relational In times of market stability, financial advisors and clients engage in a zone of clarity. There is a mutual understanding. Clients are calm, conversations are based on reason, and plans are reviewed with a shared sense of long-term thinking.  These are the moments when…

The Real Investment Gap Is Not Knowledge – It’s Behaviour

The Real Investment Gap Is Not Knowledge – It’s Behaviour An experienced financial advisor whose opinion I deeply respect once made a startling remark: “You do realise that we cannot advise people on how to manage their investments?” At first, I struggled with the idea. It felt too cynical and defeatist. But the more I…