January 2024

Maximising Client Value: The Synergy Between Corporate Finance Advisors and Wealth Managers

In the complex world of financial services, collaboration often leads to innovative solutions that benefit clients across the board. One such collaboration that holds immense potential is the partnership between corporate finance advisors and wealth managers. Having worked for 15 years in the wealth management industry and now being heavily involved in helping business owners …

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Mastering the Art of Framing: A Holistic Approach to Personal Growth and Exit Planning

In the intricate dance of decision-making, our perceptions shape the reality we navigate. One powerful tool in this cognitive toolkit is framing—the art of presenting and interpreting information. Whether seeking personal fulfilment or navigating the complexities of exit planning in the corporate world, understanding and applying various framing techniques can be a game-changer. In this …

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