The Two Most Undervalued Assets in Your Client’s Portfolio

It isn’t their ISA.It isn’t their pension.It isn’t their property. It’s their capacity to think, decide, and manage their own financial life. And it’s their capacity to earn. For financial planners who are genuinely curious about client agency, this is where the conversation becomes uncomfortable — and powerful. Because if we are honest, most of … Continue reading The Two Most Undervalued Assets in Your Client’s Portfolio