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Empathy: The hidden opportunity in Financial Planning

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

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...
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...

Wish you were one of the confident ones?

Wish you were one of the confident ones?

I’ve been noticing for a while now, how many women I work with seem to lack confidence in their abilities. When I ask in the early stages of coaching, or even in development reviews “What is it you would like to achieve?” I hear answers like: “I just want to feel more...

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...

Wish you were one of the confident ones?

Wish you were one of the confident ones?

I’ve been noticing for a while now, how many women I work with seem to lack confidence in their abilities. When I ask in the early stages of coaching, or even in development reviews “What is it you would like to achieve?” I hear answers like: “I just want to feel more...

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