How to change your mind
Today we\u2019re talking about changing your mind, which seems abstract, but actually has a lot of applications to finance.\n- As we start to get to know our clients, we like to find out about their background; then we talk through where they are now, then where they (think) they want to go\n- Reality is that a financial plan is just a lot of assumptions about an unknown future, and we\u2019re creating it with our current selves