Newsletter September 2009

Thoughts from a year on...

 A year ago I was in Atlanta and the news was full of prophesies that the world was in financial meltdown. A year later and I have just returned from Chicago. The prophesied financial meltdown didn’t happen but America has seen major changes, including the election of Barack Obama.

Mr Obama was elected because he had a clear vision of the future that voters wanted to believe in, but last week I saw signs of disenchantment. America is an entrepreneurial nation, a survey earlier this year found that 76% of Americans believe the country’s strength is ‘’mostly based on the success of American business’’, yet Mr Obama is seen as using the financial collapse as an opportunity to increase the role of government. The vision that people voted for is not reflected in the reality that followed.

What does this mean to us? We all have concerns about our futures, to feel confident, we must have a vision that we want and a strategy to achieve that vision, ours not someone else’s. American voters got somebody else’s vision and strategy and are now disenchanted.

What is your vision and your strategy to achieve it? If you don’t know, ask yourself this;

If we were to meet in three years from today, and you were looking back over those three years, what has to have happened in your life for you to feel happy with your progress?
Specifically, what dangers do you have now that need to be eliminated, what opportunities need to be captured, and what strengths need to be maximised?*

Try it for yourself, the results are powerful.

 

A Royal Visit 

Mo and I were delighted to be invited to Exeter Cathedral to celebrate the achievement of reaching £4.25 million towards the Third Millennium Campaign.

We were especially delighted to be presented to His Royal Highness, the Prince of Wales. When asked what we did, Simon was proud to be able to reply, with the words that have taken us a year to find, that we ‘’help people eliminate the confusion, concerns and negative emotions they feel about money, bringing clarity, confidence and care, so that they may look forward to their futures feeling positive and empowered’’.

Sadly his Royal Highness did not ask for a business card, but we live in hope!  

Raising our Profile 

Like most businesses we are faced with the conundrum, do we stay as we are or do we grow, to allow us to improve the level of client service and create bigger opportunities for our team. We have taken the decision that we need to grow, to double our size over the next three years. To do that we need to increase our profile and the number of clients we work with.

To raise our profile we have created a series of adverts that will be appearing in local publications. Click here to view. We would welcome your feedback.

We are also running a series of seminars to get our message to prospective clients, click here for more details. Please forward this to anyone you know who may be interested.

 

Mathematical Wizards

 You may have wondered how the investment bankers in the city banks justify their huge bonuses. We have been granted access to the mathematical wizards in one of those banks and can share with how they make their calculations. Click here to view.

 Mathematical Wizards

Investment Update

We have had several requests from clients for more detailed information on our PortfolioLogic investment service. We hold monthly Investment Committee meetings where we review PorfolioLogic past performance and future strategy. If you would like to receive copies of the minutes of those meetings, please let us know.

Finally clients who formerly subscribed to PortfolioLogic with UBS as custodian have been telling us that they appreciate the reduction in paperwork from the new custodian Pershing, we are now very close to being able to ‘’go live’’ with internet access to improve that service.

*Courtesy of The Strategic Coach®

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BoulterBowen WealthCare is the trading name of The Exeter Practice Limited. Registered in England: 5662391. Registered office: No1 Charlotte Mews, Pavilion Place, Exeter, Devon EX2 4HA
The Exeter Practice Limited is authorised and regulated by the Financial Services Authority

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