Showing posts with label Adviser Services. Show all posts
Showing posts with label Adviser Services. Show all posts

Tuesday, December 17, 2013

Final Post and Season's Greetings



With the annual leave season starting in earnest over the next couple of weeks and many advisers taking either extended leave or alternatively taking the opportunity to catch up on things not progressed during the calendar year, last week’s post will be the final one until early 2014.

Similarly, my Twitter and LinkedIn postings will also take a hiatus until the New Year as from today.

Thank you to all of those advisers who have read, and particularly those that have taken the time to provide feedback in relation to, the various posts.

Additional thanks also to those who have purchased (via donation) the various versions of ‘Inside Stories’ – the consolidated book of posts.  An updated version of this book, containing all posts over the last four years should be available in the new year.

Very best wishes for Christmas and the New Year period.

Tuesday, August 13, 2013

Alternative RSS readers to Google Reader


With Google Reader shutting down last month, I thought it was a good time to remind followers about alternative RSS readers. The most popular Google Reader alternative is Feedly (iOS/Android/Web) as it is an easy way to follow all of your blog and other RSS feeds in one place.

Here is a good article for alternative RSS readers that you might find helpful: http://lifehacker.com/google-reader-is-shutting-down-here-are-the-best-alter-5990456

If you are not familiar with RSS Readers, you may prefer to subscribe to the blog via email. To subscribe to the blog, please enter your email address in the subscription box in the right hand column.

You can also follow me through social media on Twitter and other platforms which are all linked on my About Me page for your convenience.

Monday, December 10, 2012

Final post for 2012

With the annual leave season starting in earnest over the next couple of weeks and many advisers taking either extended leave or alternatively taking the opportunity to catch up on things not progressed during the calendar year, last week’s post will be the final one until early 2013.

Similarly, the Twitter and Linkedin postings will also take a hiatus until the New Year as from today.

Thank you to all of those advisers who have read, and particularly those that have taken the time to provide feedback in relation to, the various posts.

Additional thanks also to those who have purchased (via donation) the various versions of ‘Inside Stories’ – the consolidated book of posts.  An updated version of this book, containing all posts over the last 3 years should be available in the new year.

Very best wishes for Christmas and the New Year period.

Monday, July 23, 2012

War stories

As many regular readers will be aware, examples are often used in these posts and our various seminar presentations based on client situations.

This said, unless the particular client scenario has gone through the court system (and is therefore publicly available information), we are always very careful to not base our examples entirely on any one particular client so as to ensure client confidentiality is maintained.

In this context then, we are also always supportive of any adviser that wants to use (and where appropriate embellish) case study examples that we may have historically shared when they are positioning concepts with clients.

Until next week.