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...
Thinking Environment
Building trust in intergenerational financial planning
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...
A taste of transformation
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...
Choosing a career in Financial Planning?
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...
Can confidence be rebuilt through listening?
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...
What’s happening beneath the surface?
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...
Mentorship, Team Development and the Thinking Environment
This post is a video interview that explores the experience of using the Thinking Environment to support personal and professional development. It's a pretty relaxed conversation with two people I know well. I hope you enjoy it!. https://youtu.be/YeV0D27wTUc If you...
Are you a truly thoughtful leader?
n this blog I share a conversation with a CEO and Financial Planner about clearer thinking, and the role it plays in decision making and Leadership. Financial Planning firm Emery Little have been working on becoming a Thinking Environment business for a number of...
Am I thinking? Or am I overthinking?
This post examines my relationship with overthinking, how it really gets in my way, and how a different kind of thinking can help me. I have an amazing friend (in fact I have a few, I’m very lucky!) but this one told me a story over Christmas that has both inspired me...
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...
When assumptions stop helping
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...
Succession planning across generations
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...
Building trust in intergenerational financial planning
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...
A taste of transformation
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...
Choosing a career in Financial Planning?
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...
Can confidence be rebuilt through listening?
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...
What’s happening beneath the surface?
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...
Mentorship, Team Development and the Thinking Environment
This post is a video interview that explores the experience of using the Thinking Environment to support personal and professional development. It's a pretty relaxed conversation with two people I know well. I hope you enjoy it!. https://youtu.be/YeV0D27wTUc If you...
Are you a truly thoughtful leader?
n this blog I share a conversation with a CEO and Financial Planner about clearer thinking, and the role it plays in decision making and Leadership. Financial Planning firm Emery Little have been working on becoming a Thinking Environment business for a number of...
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