The world is changing faster than ever. Global politics, technology, and AI are challenging what we thought was core to our roles. As Brené Brown warns: I hear experts trying to soothe people's anxiety about AI by offering platitudes like, 'What makes us human will...
How developing deeper listening skills transforms client outcomes and business results When Mel Holman, founder of Compliance and Training Solutions (CATS), first heard about my work on listening skills for financial planners, she admits she thought it sounded "a bit...
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...
You're sitting with a client who's just said something technically incorrect about pensions. Do you correct them immediately, demonstrating your expertise and making sure they don’t continue to think the impossible is possible? Or do you let it go for now? It seems...
I recently sat down to chat with Guy Skinner, Owner and Founder of Citygate Financial Planning. The conversation was rich, wide ranging and for me, inspiring. If you fancy grabbing a cuppa and watching our conversation, the link is at the end, otherwise read on... Guy...
The world is changing faster than ever. Global politics, technology, and AI are challenging what we thought was core to our roles. As Brené Brown warns: I hear experts trying to soothe people's anxiety about AI by offering platitudes like, 'What makes us human will...
How developing deeper listening skills transforms client outcomes and business results When Mel Holman, founder of Compliance and Training Solutions (CATS), first heard about my work on listening skills for financial planners, she admits she thought it sounded "a bit...
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...
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