Why Teams Keep Asking the Same Questions
Sep 14, 2026 There is a particular kind of frustration that shows up in many financial planning practices, and it […]
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Accountability
Ownership Needs Clarity: Why Self-Managing Teams Still Need Management
Aug 21, 2026 Practice owners often say they want a self-managing team. What they usually mean is that they want
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Your Process Is Not Broken. Your Handover Is.
July 8, 2026 In many financial planning firms, when something goes wrong, the first instinct is often to blame the
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When Everyone Is Helping, But No One Owns It
July 2, 2026 Helpful teams can still create fragile processes when ownership is unclear. In many financial planning practices, work
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Your process document is not your process.
June 9, 2026 A documented process can look perfectly sensible until you ask one simple question: “Who actually owns this
Your process document is not your process. Read More »
Informal Decision Making Can Be A Blind Spot For Your Business
May 25, 2026 One of the more interesting things about working with financial planning practices is seeing how businesses make
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You can’t outsource accountability: What COFI changes for Reps and KIs
May 4, 2026 Something I’ve been noticing more and more in practice is how easily accountability becomes a bit blurred
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Clarity is the most underrated productivity tool
February 16, 2026 Most productivity conversations focus on tools, techniques, or time management. Very few focus on clarity. And yet,
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The difference between being busy and being in control
January 23, 2026 Busyness is easy to recognise. Control is not. Many teams operate at full capacity: calendars packed, inboxes
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Why good governance often looks invisible
January 19, 2026 When governance is working well, very little draws attention to it. There are no emergencies. No escalations.
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