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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.

The cornerstone of every interaction lies in effective communication. Yet, mastering this art is seldom achieved.

The pace needed to respond to increased regulation, tech disruption, changing client expectations, and global competition is frenetic and, in our experience, most businesses move too slowly to keep up with the changing landscape. On the flip side, agile financial advisory businesses, that can adapt quickly to change, will thrive.

Dealing with employee absence – both frequent short-term absence and longer-term absence – is a regular feature of managing people but you may not be aware that, as an employer, you have rights as well as a variety of legal responsibilities – primarily under the Equality Act, the Employment Rights Act and the Health and Safety at Work Act.