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...
When Philippa Hann stepped into the CEO role at Paradigm Norton after 20 years in law, she faced the challenge every new leader knows: how do you quickly build trust, make effective decisions, and create the psychological safety needed for a team to thrive, whilst...
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...
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...
January is a stupid time to plan fresh starts isn’t it? It’s dark, it’s cold, it’s the time of year when our bodies have evolved to slow down and conserve energy. And yet what do we do? We get to December and set ourselves ridiculous targets for the New Year. We...
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...
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...
When Philippa Hann stepped into the CEO role at Paradigm Norton after 20 years in law, she faced the challenge every new leader knows: how do you quickly build trust, make effective decisions, and create the psychological safety needed for a team to thrive, whilst...
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...
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...
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