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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean consequat eros neque, molestie dapibus purus sodales nec. Nullam maximus tristique rutrum. Cras eget tristique justo. Vestibulum posuere, odio vel rhoncus posuere, eros felis accumsan justo, non placerat erat leo sit amet turpis.
