Posts Tagged ‘Financial Planning’
The Energy Audit: How Full Is Your Tank?
If there’s one thing I’ve learned from working with leaders across various industries, it’s this: High performance is often mistaken for endurance. We glorify the grind. The long hours. The constant availability. We wear “busy” as a badge of honour. But here’s the truth – sustainable leadership isn’t about how much time you give. It’s about how…
Read MoreAccidental Leadership: What It Is & How to Fix It
Leadership isn’t always a promotion. Sometimes, it’s a curveball. Not long ago, I joined Imogen Wilson on the Under the Hood podcast with Accountants Daily to explore a leadership challenge that’s often overlooked — but increasingly common: accidental leadership. It’s a term I use to describe leaders who didn’t plan to lead, but found themselves…
Read MoreBreaking Bread & Building Trust
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…
Read MoreConnecting Across Generations: Conversations that Count
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…
Read MoreEmotional Intelligence: Transforming Client Relationships
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…
Read MoreYou can’t grow others if you are not growing yourself. Here’s why.
People leadership is not defined by your role or position, it is instead defined by your actions and ability to positively influence others.
Read More7 Habits of Highly Effective People
When I first read 7 Habits, I was amazed at how closely linked the 7 Habits were to successful leadership and leading change. I see many of these habits in great leaders, and if you’re attempting to navigate change within your workplace, they will all play a key role.
Read MoreWhat is teamwork – and the four crucial reasons to build it
Having a great team is one thing; having great team work together is another. A team that works together and supports each other is one hell of a feeling to be a part of. Here are four reasons you need to strengthen the teamwork in your company. Teamwork fosters collaboration and unity. Gone are the…
Read MoreFive ways to boost team morale
Your team are your greatest asset. You know it, I know it – but do they know it? Richard Branson says “A company’s employees are its greatest asset and your people are your product” . Their good work and loyalty can fail to get the appreciation and recognition it deserves and instead your team hear…
Read MoreThe eight keys to successful selling
Sales is, by far, one of the most essential activities in business. A quick Google search will reveal millions of articles on how to become better at sales and while many will promise the “secrets” of sales or the one strategy that will boost your conversions, the truth is, it comes down to consistency, the…
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