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...
Welcome to the When We Think blog
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...
AI – threat or opportunity for Financial Planning?
Financial advice is facing new competition. Advancing Artificial Intelligence (AI) means that it really won’t be long before we can tap our situation into an app, and it will tell us how to invest our money to meet our objectives tax efficiently. In fact, I heard...
Can confidence be rebuilt through listening?
For a while now, I’ve been noticing how many women I work with seem to lack confidence in their abilities. When I ask in the early stages of coaching female clients, or even in development reviews “What is it you would like to achieve?” I often hear answers like “I...
What matters more – culture or brand?
I see lots of business owners focusing a huge amount of attention on their brand. It’s understandable and important - how we are seen by the world is key for attracting clients, talent, and communicating what you and your business stand for. Brand is all about how the...
Budget your time as well as your money in 2024
It’s that time of year when we’re all looking at budgets for next year. What’s coming in, what we’re spending, where can we cut costs, how many new clients we need to attract. But are you considering your time budget for 2024 with as much discipline? What time do you...
Where does the Thinking Environment meet Financial Planning?
What are you assuming that is stopping you from retiring? As human beings, we learn by assuming things. Once we have done something once, we assume it will work again next time. It’s how we embed learning - and if we didn’t we would have to learn every small thing...
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...
Building trust in intergenerational financial planning
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...
A taste of transformation
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...
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...
AI – threat or opportunity for Financial Planning?
Financial advice is facing new competition. Advancing Artificial Intelligence (AI) means that it really won’t be long before we can tap our situation into an app, and it will tell us how to invest our money to meet our objectives tax efficiently. In fact, I heard...
Can confidence be rebuilt through listening?
For a while now, I’ve been noticing how many women I work with seem to lack confidence in their abilities. When I ask in the early stages of coaching female clients, or even in development reviews “What is it you would like to achieve?” I often hear answers like “I...
What matters more – culture or brand?
I see lots of business owners focusing a huge amount of attention on their brand. It’s understandable and important - how we are seen by the world is key for attracting clients, talent, and communicating what you and your business stand for. Brand is all about how the...
Budget your time as well as your money in 2024
It’s that time of year when we’re all looking at budgets for next year. What’s coming in, what we’re spending, where can we cut costs, how many new clients we need to attract. But are you considering your time budget for 2024 with as much discipline? What time do you...
Where does the Thinking Environment meet Financial Planning?
What are you assuming that is stopping you from retiring? As human beings, we learn by assuming things. Once we have done something once, we assume it will work again next time. It’s how we embed learning - and if we didn’t we would have to learn every small thing...
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...
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