Sometimes with our day to day we become so focused, so close in to the details.  We are doing a good job, it’s just we are so close we forget to step back and see the big picture. Taking that step away from your day to day, what Strategic Coach calls a “Free Day”.  A…

Today we are discussing dollar cost averaging.  We have discussed this before, and we have decided to revisit this topic again. Dollar cost averaging is a strategy that allows an investor to buy the same dollar amount of an investment on regular intervals the purchases occur regardless of the asset’s price. Human emotion gets in…

You may look back at this episode in 2 or 3 years it may seem unusual.  In the financial planning world some people still get their statements by paper.  These statements are required to be sent out to clients. If you look at the charts for the market at the end of 2018 it looks…

Commissions are a form of variable-pay remuneration for services rendered or products sold.  Commissions are a common way to motivate and reward salespeople.  Commissions can also be designed to encourage specific sales behaviours. We have been talking about a change on the horizon of charging a fee for service rather than being paid by commission.…

Is collaboration the new currency? This week we explore our collaboration with Steve about his Your Retirement Map and Perspective$ process (http://openroll.org/171-retirement-map-steve-fricker/). We also talk about the collaboration and sharing of space.  How working with other individuals builds your network. Small is the new big.

What is a pension transfer? You may leave a company (i.e. lay off, new job, retirement) that you have been contributing to a pension plan.  What do you do with the pension? There are usually options on what you can do with the pension. What is the benefit of transferring the pension out? In some…

We are putting together an asset each week that is of value.  For people who go back to listen to past episodes of your podcast you want to have something of value for them to go and listen to. We discuss how the podcast is not about giving stock tips, or advice, but rather information…

Pixar uses a “story spine”. Do people want a story, or just the facts? The story spine goes something like this: Once upon a time … Every day … Until one day … Because of that … Because of that … Because of that … Until finally … And ever since then … The moral…

Today we have a guest, Erika from Niche for Design. Isolation spaces are a big development in open concept office environments.  Companies are looking to combine open concepts with areas that have more flexibility and some privacy.  There are pod style or a restaurant booth style, as well as furniture pieces that can accomplish this…

This episode is an update on the week, while Jurgen is away. Networking is important.  Using social media, know your audience, what age group and who you are hoping to reach helps you with your network.  BNI allows you to have the face to face meetings, it allows your network to get to know you…