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Most annoying newsletters to sign up for9/13/2023 ![]() ![]() In my opinion, a lot of good advice firms are so darned pleased with themselves they risk becoming ossified, cult like. Learn to love doubt unless you can find clients who love your natural overconfidence, in which case just be authentically yourself What’s the opposite? Is it confidence, or complacency? The assumptions in our cashflow planning, our investment proposition, our platform of choice. Doubt is good in this game, provided it doesn’t stop you making decisions, or make you abandon a good plan. These lists usually have the overarching assumption that clients want, and benefit from, an overconfident decision maker, devoid of self-doubt. Let’s face it, there’s no logical reason why being an unctuous, stressed-out salesperson is macho, except for the fact the agenda’s been set by sad males struggling to regain their masculinity because they don’t know how to work a scythe anymore. Which is interesting because I make no secret of my belief a stereotypical woman has far more natural aptitude for advice and investment management than has a stereotypical man (see you in the Comments section, lads).Ī lot of good advice firms are so darned pleased with themselves they risk becoming ossified, cult like You’ll note these traits have a particularly gendered flavour. ![]() They always seem to have been written by some swivel-eyed, borderline-psychopathic Patrick Bateman type.įor example, today’s list tells me I need a competitive drive, self-discipline, a love of finance, and to be a star networker and decisive action taker. Those lists, though! Pure enriched, weaponised facepalm material. One of my various bizarre, masochistic hobbies is reading those LinkedIn lists of ‘traits of successful advisers’ to see how many I don’t have (usually, all of them). ![]()
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