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 still young...
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...
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...
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...
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...
This is the first 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. Links to the other two posts can be found at the end. The baby boomers are...
It's difficult to put into words the profound experience of truly thinking for yourself, uninterrupted. Experiencing it first hand though, is something entirely different - it leaves people buzzing with excitement about incorporating this pioneering approach into...
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...
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...
In late 2024, I sat down with Dan Atkinson, Head of Technical at Paradigm Norton for a chat. Dan came to one of my courses in May and I was keen to hear his thoughts on what had changed for him since. The result was a thought provoking and insightful conversation...
Recently I was lucky enough to sit down and record a conversation with Ruth Sturkey. Ruth has had a very successful and layered career. Ruth has extensive experience as a Financial Planner, co-founding The Red House in 2007 and running that for ten years. Later, she...
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 still young...
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...
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...
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...
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...
This is the first 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. Links to the other two posts can be found at the end. The baby boomers are...
It's difficult to put into words the profound experience of truly thinking for yourself, uninterrupted. Experiencing it first hand though, is something entirely different - it leaves people buzzing with excitement about incorporating this pioneering approach into...
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...
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