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...
Welcome to the When We Think blog
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
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...
Do your meetings inspire you?
Have you ever considered HOW you meet? Really stopped to notice and think about the dynamics in your meetings and whether they are serving you, or working against you? If your meetings aren't inspiring you and everyone in them, perhaps you need to have a rethink. I...
What’s happening beneath the surface?
Research shows that only 15% of people speak up about issues and concerns in their organisations. That’s a shocking statistic for any Leader or Business owner that none of us can afford to assume doesn’t apply to us. This blog considers why this might be the case, and...
Leading the Call of (Consumer) Duty
Consumer Duty, the latest regulatory initiative for the Financial Services Sector has been finalised. We have timeframes to implement it, and I’m seeing lots of fabulous guidance and advice coming from some great sources. But how do we lead teams through this change...
What do parenting teenagers and mentorship have in common?
I have three sons. They are 6, 13 and 15. My hope is that they will all grow up to be fully functioning adults, who find their own way to contribute to the world. That they can make their own choices, learn from their mistakes and generally be good, kind people. As...
A tale of three Paraplanners or “Please just give it a go!”
I often hear leaders and managers express a wish that members of their team would be more proactive. I’ve wished it myself. Well, wishing clearly doesn’t work! So, what else could we do to tackle this? If you’re not in Financial Planning, likelihood is that you’ve...
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...
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...
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...
Do your meetings inspire you?
Have you ever considered HOW you meet? Really stopped to notice and think about the dynamics in your meetings and whether they are serving you, or working against you? If your meetings aren't inspiring you and everyone in them, perhaps you need to have a rethink. I...
What’s happening beneath the surface?
Research shows that only 15% of people speak up about issues and concerns in their organisations. That’s a shocking statistic for any Leader or Business owner that none of us can afford to assume doesn’t apply to us. This blog considers why this might be the case, and...
Leading the Call of (Consumer) Duty
Consumer Duty, the latest regulatory initiative for the Financial Services Sector has been finalised. We have timeframes to implement it, and I’m seeing lots of fabulous guidance and advice coming from some great sources. But how do we lead teams through this change...
What do parenting teenagers and mentorship have in common?
I have three sons. They are 6, 13 and 15. My hope is that they will all grow up to be fully functioning adults, who find their own way to contribute to the world. That they can make their own choices, learn from their mistakes and generally be good, kind people. As...
A tale of three Paraplanners or “Please just give it a go!”
I often hear leaders and managers express a wish that members of their team would be more proactive. I’ve wished it myself. Well, wishing clearly doesn’t work! So, what else could we do to tackle this? If you’re not in Financial Planning, likelihood is that you’ve...
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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