Does the following sound familiar to you?

“I met this great person at an event last night, we got on really well, and they are about to instruct an advisor to do what we do, but the opportunity just didn’t come up to ask the question”.

What a wasted…

We are all individuals, and we like to be thought of as individuals. Not numbers, not the guy from XYZ Co, not so-and-so’s husband, wife, brother, boss etc. Just us, as we are.

So why is it then that we so often hide that real us to project the ‘me’ we think we need to be?

When it comes to business and…