Customer Experience
This week, as we prepare to celebrate World Mental Health Day on October 10, our team is taking a moment to pause, play, and connect – with a long-overdue games night. It’s a simple reminder of something powerful: that wellbeing isn’t just about self-care. It’s about shared care – the trust, laughter, and relationships that…
“August slipped away into a moment in time…” – Taylor Swift We’ve all had those conversations: full of promise, full of connection, full of potential. And yet, they fade. Nothing comes of them. No action. No change. Just a vague memory of something that felt like it could have mattered. Taylor Swift’s August has been…
Over the past couple of weeks as the gates have opened and we’re all running into FY26, I’ve had conversations with leaders across the financial services landscape – dealer groups, super funds, brokers, lenders – and regardless of the size or structure of their network, a few consistent themes keep coming up: What’s interesting is…
Recently, I had the privilege of contributing a deeply personal story to a new book — one that’s very close to my heart. I can’t share all the exciting details just yet, but throughout the writing process — and especially during conversations with my editor — there was one feeling I kept coming back to: a…
(And How to Beat It) There’s something about that first week back after a break that just hits differently. I’m landing back from Bali after a much-needed reset with my girls, but stepping into a short work week after the Easter long weekend means one thing—playing catch-up! And I know I’m not the only one.…
The Power of Shared Experiences in Client Relationships As we approach Easter, many of us look forward to gathering with family and friends around the table, sharing stories, laughter, and of course, food. As my own heart warms in the lead up to the long weekend and the time I will get to spend with…
When a conversation flows effortlessly, you know you’re tapping into something real—and that’s exactly how it felt sitting down recently with James Wrigley on the Ensombl Advice Australia Podcast. We dove into a topic that’s close to my heart: the intergenerational wealth transfer, and what it really takes for financial planners to be connecting across…
It was an honour to be featured on The Exceptional Sales Leader Podcast with the welcoming and engaging Darren Mitchell, I had the wonderful opportunity to share my insights on sales, leadership, and human connection. What started as a fireside chat evolved into an engaging discussion on what truly makes a great leader and a…
What sets top business leaders apart? It’s not just technical expertise—it’s the ability to build trust, understand client values, and guide them with emotional intelligence. I recently had the incredible opportunity to sit down with Keith Ford at the IFA for a podcast episode around the Intergenerational Wealth Transfer. Keith Ford, a prominent figure in…
I made a commitment to my business that I would run a FREE virtual and live workshop weekly on a leadership topic that I know leaders need support in one of those topics is “Leading Change”. Change is never easy, but poorly managed change can be extremely costly to a business in a multitude of ways. Every time a change fails,…
