fbpx

Since the start of the 2024, the delivery of financial advisers’ ongoing services has been under supervision. You may remember earlier in the year…

Read more

Anxious?Concerned?Mildly panicked? How would you describe the general feeling among your clients in the run up to today’s budget? According to the Skipton Building

Read more

“The higher you go, the more important [communication] is.How else do you change the world, dent the universe, influence, persuade, and change people’s hearts,

Read more

“Would you like to be our celebrant?” My good friend, Shankari Raj asked me on the way into a music festival over the summer.

Read more

Recent research by Invesco found that listening was the skill advisers most wanted to enhance. So why is it so tricky? What gets in

Read more

How to offer a third party to someone over 85 without sounding rude? How do you position the vulnerability question to a client who

Read more

Have you ever felt overwhelmed, undervalued or too thinly spread? Do you ever get that sense of dread if you see a client’s name

Read more

Last month I ran a session at the Paraplanner Assembly’s Big Day Out with Mel Holman from CATS on the “Three things that get

Read more

Last week I was delivering a session for 3 managers, which was originally going to focus on how to have challenging conversations. One manager

Read more

Whether you’re explaining the workings of a discounted gift trust or the ins and outs of flexible access draw downs, it’s very easy to

Read more

Ahead of world mental health day on Sunday 10th October, I wanted to share 5 healthy reminders, which are things that I come back

Read more

As we head into the festivities, which can be a time of much joy and celebration, it can also be a time of comparisons, pressure, disappointment and loneliness. A time where the critic can revel, if we are not paying attention.

Read more