Solve the first problem first
July 27, 2026 Â I recently delivered a lecture for Moonstone on something I see quite often in financial planning […]
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People Development
When money becomes control – and what you can do about it
July 1, 2026 In many households, one person naturally takes the lead when it comes to finances. They manage the accounts,
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You trained your team. So why isn’t it working?
May 8, 2026 One of the most common frustrations I hear in businesses is this: “We’ve already trained the team
You trained your team. So why isn’t it working? Read More »
Why Most Junior Adviser Models Fail (And What We’re Missing)
April 13, 2026 There’s a recurring pattern I see across many financial planning practices: A junior adviser joins the business
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When good people become your biggest operational risk
February 5, 2026 Â High performers are often seen as the solution to operational problems. They step in. They absorb
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Why training fails (even when everyone attends)
January 7, 2026 Attendance is easy to measure. Understanding is not. Many organisations invest time and effort into training only
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3 signs your operations are holding your people back
January 6, 2026 When people struggle at work, we often assume it’s a skills issue, a motivation issue, or a
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