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I watched a webinar last year about coaching for managers. It was mainly useful, offering some good tips. But one line struck me as incredibly problematic. “While mentoring is 80% mentor speaking and 20% mentee, when we’re coaching, this should be the other way around”.

Do you enjoy starting your day with a delicious cup of coffee that smells intoxicating? If so, are you aware that in the not-too-distant future, drinking coffee may be a real luxury? You see, a simple thing like your cup of coffee is vulnerable to climate change. Climate change impacts coffee production through shifting weather patterns, soil degradation, loss of pollinators, and increased mycotoxins. Experts warn that by 2050, Coffea Arabica, which makes up about 60% of the

Last month’s blog challenged you to harness right-brain thinking and promoted storytelling amongst other things as a path to professional success and personal fulfilment. Seth Godin’s book “Purple Cow” pushes you even further and encourages you to be remarkable, to create financial products, services, and businesses that stand out, much like a story that captivates an audience.

Twenty years ago, this year Daniel H. Pink’s book “A Whole New Mind: Why Right-Brainers will rule the future” was published. The book challenged the traditional notion of success by emphasising the importance of ‘right-brain’ qualities such as inventiveness, empathy, and meaning in the modern world. Pink argued that the era of ‘left-brain’ dominance was fading, making room for a new world, where qualities traditionally associated with the ‘right-brain’ were becoming more valu

Have you benefited from a mentor(s)? Was that a game-changer for you and your career? I know it was for me and I am immensely grateful for all my mentors past and present. Are you paying forward now?

Data is the new and highest form of currency in today’s world. So just like money it must be protected and safeguarded. When making financial investments on behalf of your clients it’s important that you understand where their money is sitting, how it’s being invested and used, how sound are the firms involved etc. The same goes for the data!

The landscape of work in the UK, as well as worldwide, is undergoing a significant transformation, driven by the increasing adoption of remote and hybrid work models. Yet a lot of firms in the financial advisory space are still resisting to truly embrace this way of working. We’d argue that, in today’s world, in order to attract talent into your organisations and retain it, firms need to embrace this way of working. Here are a few statistics worth noting: According to the Off

I like to get things done. One of my mother’s favourite aphorisms “if it’s worth doing, it’s worth doing well” might having something to do with it.

What does a tennis champion, a marathon runner, and a Practice Manager have in common? They all face high-pressure situations that require them to perform at their best, often under extreme conditions. But while athletes have coaches, trainers, and nutritionists to help them optimise their physical and mental energy, Managers are often left to their own devices, relying on caffeine, adrenaline, and willpower to get through the day. This can lead to chronic stress, burnout, an

Typically, in our profession, succession planning is thought about solely in relation to business owners but there is a lot more to it. So, we invite you to think of succession planning as an ongoing process of identifying the critical roles within your organisation and developing an action plan for other people to assume those roles when the time comes.