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Chris Budd: Are your clients being swayed by an unreliable witness?

Setting our standards by looking at what others are doing does not always produce the best outcomes. This is like that toddler learning how to walk by copying the family dog.

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Chris Budd: What Garry's mum told him that held him back

I would like you to meet Garry. I believe he is typical of where many of your clients will be headed. His story illustrates why financial wellbeing must be the future of financial planning.

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Chris Budd: Is there such a thing as too much money?

One question I get asked a lot is whether having more money will make us happier – and, if not, where is the limit?

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Chris Budd: Are you making this mistake before even meeting new clients?

It’s important to set the goal for the first meeting with clients in advance: say you look forward to hearing about their plans for the future

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Chris Budd: The problem with goals | Money Marketing

Achieving financial goals means little unless there is something the other side of it

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