It’s human nature to discount the future. But we know that’s the opposite of how investing works. So if we’re going to help our customers realise their potential, we need to start by getting them excited about the the possibilities the future holds.
EQ first, IQ second.
Einstein once said that the definition of genius is taking the complex and making it simple. We can go one further: we can make the complex tangible.
Where others are eager to complicate, we invest in creating dynamic examples and tangible explanations.
Finance is filled with trends and tropes. But it’s hard to trust someone with your financial future if they look, sound or act like they’ve only been around since the last bull market. So, while others are busy following the latest trend, we’re invested in doing our own thing.
Tomorrow’s legacy is created today; if we’re going to stick around we need to act like it.