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...
I see lots of business owners focusing a huge amount of attention on their brand. It’s understandable and important - how we are seen by the world is key for attracting clients, talent, and communicating what you and your business stand for. Brand is all about how the...
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...
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...
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...
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...
I see lots of business owners focusing a huge amount of attention on their brand. It’s understandable and important - how we are seen by the world is key for attracting clients, talent, and communicating what you and your business stand for. Brand is all about how the...
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...
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...
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