Category : Advisers

Material of interest particularly to financial advisors, coaches or counsellors.

Financial Education 2013

Posted on August 2, 2013 by Kim Stephenson

There’s good news, and bad news. The good is that people seem to be realising one of the core messages of this site, the training I do and the book – money isn’t a goal, it’s a means … Continue reading →

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FSA still living in the past.

Posted on July 5, 2012 by Kim Stephenson

I found that the FSA is warning that advisors need “to review each portfolio to mitigate the risk of portfolios becoming misaligned“. That’s true, as far as it goes – but it only goes about three millimetres and then stalls! … Continue reading →

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Another blog

Posted on July 29, 2011 by Kim Stephenson

I’ve been asked to write a blog for the Mindful Money site, which will allow me to do a lot of things that don’t really fit on this site very well. That’s going to be coming up soon, … Continue reading →

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Taking a risk

Posted on February 21, 2011 by Kim Stephenson

I’ve been involved in a couple of interesting discussions lately. While a lot of the advisers I’ve bounced ideas around with, speak to and link with regularly are keen to learn, there seem to be quite a number who really don’t … Continue reading →

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Personal Finance Society Conference 2010

Posted on October 5, 2010 by Kim Stephenson

I delivered a talk at the conference on 21st September 2010. It was for professional financial advisors. It was recorded, but unfortunately not filmed. Here’s the tape, it does still make sense but it is better with the slides. The slides … Continue reading →

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Financial Advisor Workshop Outline