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...
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...
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...
Research shows that only 15% of people speak up about issues and concerns in their organisations. That’s a shocking statistic for any Leader or Business owner that none of us can afford to assume doesn’t apply to us. This blog considers why this might be the case, and...
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...
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...
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...
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.
