Thinking Environment

From good to EPIC: Insights from Dan Atkinson

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...

Empathy: The hidden opportunity in Financial Planning

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...

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