Letter to

My response to “Women in Finance”: an article by Joris Luyendijk published Thursday 3rd November 2011 in the Guardian News and Media, UK. […]

Three ways to change the (financial services) world

Our economy has become dysfunctional. Many experts have suggested the solution to our global economic crisis is to grow our way out of it. As Mark Carney said in a December 2011 speech, “The most palatable strategy to reduce debt is to increase growth. However, in today’s reality, the hurdles are significant. … There are […]

How I learned to deepen client conversations

I am a financial planner, not a psychiatrist, but I do know that your net worth will rise to meet your self-worth only if your self-worth rises to accept what can be yours. – Suze Orman Having been in the financial services industry for over 25 years, I’ve learned no matter how analytical and logical […]