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Let’s rebrand and rethink New Year’s resolutions!

January is a stupid time to plan fresh starts isn’t it? It’s dark, it’s cold, it’s the time of year when our bodies have evolved to slow down and conserve energy. And yet what do we do? We get to December and set ourselves ridiculous targets for the New Year. We...

Choosing a career in Financial Planning?

The work of NextGen Planners, alongside Universities offering Financial Planning degree courses now, means that there is a whole new generation of Financial Planners entering the industry.  Younger people deliberately making the career choice from the off! How weird...
Congrats on your (team) engagement!

Congrats on your (team) engagement!

This blog considers team engagement, how leaders often stifle it without realising, and what simple steps we can take to improve it. I have a couple of questions that I ask when I’m preparing to work with a team, or give a talk: “What do you think would be a great...

Recruitment in a tough market

Recruitment in a tough market

The challenge of replacing myself! Last year it became clear (to others before me) that I could no longer do my job. A couple of years before, I had reduced my working hours at financial planning firm, Emery Little, to give time to another project. I had started my...

Congrats on your (team) engagement!

Congrats on your (team) engagement!

This blog considers team engagement, how leaders often stifle it without realising, and what simple steps we can take to improve it. I have a couple of questions that I ask when I’m preparing to work with a team, or give a talk: “What do you think would be a great...

Recruitment in a tough market

Recruitment in a tough market

The challenge of replacing myself! Last year it became clear (to others before me) that I could no longer do my job. A couple of years before, I had reduced my working hours at financial planning firm, Emery Little, to give time to another project. I had started my...

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