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Passing the baton: Three keys to a smooth succession

Passing the baton: Three keys to a smooth succession

by Becca Timmins | Nov 12, 2024 | Financial Planning, Leadership and Culture, Succession

The average age of a Financial Adviser / Planner in the UK is now 56 (FT Adviser March 2024). This means that many are now facing the same challenge they’ve helped their clients with for years: gaining financial independence and retiring while they’re...
Improving conversion rates for financial planners: A conversation with Brett Davidson

Improving conversion rates for financial planners: A conversation with Brett Davidson

by Becca Timmins | Sep 10, 2024 | Financial Planning

Recently, Brett Davidson of FP Advance and I recorded separate webinars for the Personal Finance Society (PFS) Power series. As we compared notes afterwards, we were struck by the significant overlap in our content. This realisation inspired us to dig deeper into the...
Empathy: The hidden opportunity in Financial Planning

Empathy: The hidden opportunity in Financial Planning

by Becca Timmins | Aug 12, 2024 | Financial Planning, Leadership and Culture, Thinking Environment

The average age of a Financial Planner in the UK is now 56 and just 17% of the profession are female. The demographic just doesn’t represent the wider population. Then there’s the other end of the spectrum. Younger planners coming into firms as part of a succession...
When assumptions stop helping

When assumptions stop helping

by Becca Timmins | Jun 24, 2024 | Financial Planning, Leadership and Culture, Thinking Environment

This is the third in a series of three posts, where I consider the challenges of intergenerational conversations and how we can facilitate them more effectively for better outcomes. You can find links to the first two posts at the end.   Assumptions are...
Succession planning across generations

Succession planning across generations

by Becca Timmins | Jun 24, 2024 | Financial Planning, Leadership and Culture, Thinking Environment

This is the second in a series of three posts, where I consider the challenges of intergenerational conversations and how we can facilitate them more effectively for better outcomes. You can find links to the other two posts at the end.   For financial advisory...
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