Robert Caplan’s Post

View profile for Robert Caplan, graphic

Director of First Wealth Certified B Corp | Co-Founder of Thrive Money | Experienced Chartered Financial Planner | Business Owner

Spoiler alert............... Sometimes, it's easy to get caught up in the planning phase and forget to take action. After a few days of skiing ⛷️in Zermatt with Anthony Villis we realised it was time to stop talking and start doing. The snow conditions ❄️ were perfect, and the food 🍲 and drink 🍷were equally great, but the main takeaway was that now is the time for action within First Wealth | Certified B Corp It's like skiing down a steep mountain 🏔️- at some point, you have to stop planning and just go for it. The same goes for financial planning - stop talking about it and start saving and investing. Here's to the action phase and, of course, more skiing! #FirstWealth #CertifiedBcorp #Skiing #ActionPhase #FinancialPlanning This was us just before conquering the Obere National run.

  • No alternative text description for this image
Max Harris CeMAP CeRER

Director at Bright Box Financial Services

8mo

Enough skiing, time to get on the golf course Anthony Villis Robert Caplan ?

Frances Fogel

I Help Coaches and Purposeful Business do Good, Ethical Marketing and Tell Better Stories.

7mo

Wow!! This is awesome news! Congratulations!! Would love to read your B-Corp application some time (I know… geeky, aren’t I?!)

Like
Reply
Johnny Ridd

Powering closer collaboration between the professions

8mo

I hope you both made it down in one piece!

See more comments

To view or add a comment, sign in

Explore topics