How to change your mind

Published: April 29, 2021, 12:15 p.m.

b'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'