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Succession planning for financial planning firms: Building lasting legacies

Succession planning in financial planning firms works best when the conversations are right. Here’s what founders and successors really need.

The leader who never has to say ‘trust me’

On trust, culture and the conversations that actually build both. I recently checked in with my friend Philippa Hann. She’s nearly a year into her role as CEO of Paradigm Norton now and I was fascinated to hear what she’s learned in that time. She’d been reflecting on...
Choosing freedom

Choosing freedom

It starts with a choice. The choice to want to think for ourselves, as ourselves. I’m sure it’s not the first time Nancy Kline has talked about this, but my second read of her latest book, “The Promise that Changes Everything – I won’t interrupt you” was when it...

Infinite agility

Infinite agility

I spend a considerable amount of time each week working with a Financial Planning business, Emery Little. Here I explore how we have begun to genuinely embrace change as opportunity, and offer some practical suggestions based on our experience. We’ve gone through a...

Infinite agility

Infinite agility

I spend a considerable amount of time each week working with a Financial Planning business, Emery Little. Here I explore how we have begun to genuinely embrace change as opportunity, and offer some practical suggestions based on our experience. We’ve gone through a...

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