Issue 4: Newsletter Salvation


Hello,

Is it exciting, depressing, or anxiety-inducing to know that there are 64 days to the end of the calendar year - and 52 until the Friday before Christmas?

Exciting, hopefully, because you have a clear run of easily deliverable jobs to get out.

All while striking the perfect balance between end-of-year social engagements and comfortable productivity, before walking into the sunset of a long, relaxing, summer holiday.

We certainly hope this is the case for you, and you're year-end isn't more like this:

Thanks again,

Jordan and Nathan

PS: Using movie puns for the titles of these newsletters was perhaps a little short-sighted, ignoring how few movie series extend beyond a third episode. So I'm digging into the depths of bad sequels with this one. Heaven knows what I'll have to do for issue 5...

Recent articles

How We've Helped - Jack

What to do when everything's going well - but you're asking the wrong questions?

What We've Been Up To

We tend to do a lot of stuff each month - here's a rundown of what we've been up to lately.

Meet...Lucy!

Founder of Head and Heart Estate Planning, Lucy's been good enough to help us with questions - informed and...otherwise - so we thought now would be the perfect time to profile her!

Worth a Read

We're movie fans here (see below), so thought this piece from Scott Galloway about the way AI is disrupting getting ready to tear Hollywood's labour force apart frightening/impressive/worth reading.

(You might also like to check out the 'How We Help' page, where we outline all the ways we can help you help your clients.)

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Issue 5: The Newsletter Strikes Back

A regular brew of stories and ideas for the lawyers, accountants and other professionals who help clients through life’s big changes. Hello, So, it's been a while. Eleven months, if you're counting, which I suspect you weren't (no offence taken). In my defence, I did flag in the last issue that I was running out of movie franchises with more than three instalments. What I didn't mention was that finding a worthy fifth would take the best part of a year. Stars Wars Episode V, the good one,...

View this email in your browser I’ve Been Working on Something Important Hi Reader, Over the past little while, I’ve been working on something that’s very close to my heart. It’s called the Green Box Exercise – and having worked together for a while, I wanted you to hear about it directly from me. Over the years, I’ve seen first-hand how difficult things can become for families when someone passes away and there isn’t a clear record of what’s where. Even in well-organised households,...

Hello, Didn't take too long to fall off the (self-imposed) schedule. But I will say that this one's a bit late because I've taken the drastic step of having a few days of leave last week. Anyway, we're back for this threequel in the newsletter series - extra points if you know the movie series this month's subject name is from. One thing we haven't included in this month's Activity page is how many professionals I've spoken to recently that share my desire to be able to just extract thoughts...