Succession

Succession planning for financial planning firms: Building lasting legacies

by | 19/06/2026 | Succession | 0 Comments

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

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The leader who never has to say ‘trust me’

by | 24/03/2026 | Financial Planning, Leadership and Culture, Succession, Thinking Environment, Uncategorized | 0 Comments

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...
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