Bringing education, ideas and stories together
Educational
Taking it on the chin – By Hayley Knight
“I can see you’re really trying Hayley but it’s important that you flatten your back” said my Trainer as she likened my attempt at planking
Professionalism
Not just a Paraplanner – By Hayley Knight
I was in a meeting this week discussing our social media approach and it was mentioned that we need to avoid any ‘hot’ words such
Networking – By Charles Green
Networking Just mentioning this word to some people can evoke feelings of dread. Don’t worry, I’m there with you! My hands are going clammy at
Efficiency
The Do’s and Don’ts of Project Planning – By Charles Green
The Do’s and Don’ts of Project Planning The end of financial year has flown by again and with pension minimums, last minute contributions and the
Six productivity hacks for busy people – By Kate McCallum
If you ask most people how they’re going, what’s the answer? Nine times out of ten, it’s “busy”. I don’t know about you, but
Marketing
Is your marketing helping in a time of crisis? – By Jenny Pearse
The media is in a frenzy at the moment. You and your client’s are feeling a range of emotions. We are witnessing great moments from
Blowing the dust off your LinkedIn profile – By Jenny Pearse
I’m guessing you can recall setting up your LinkedIn profile but when was the last time you looked at it? I’m not talking about flicking
Wellness
Mental Health Means More Profit – By Vanessa Bennett
When I ask people in our workshops “what springs to mind when we say mental health” – the response is usually depression, anxiety and other
Build your mental fitness to avoid mental ill-health and burnout – By Vanessa Bennett
It’s certainly been a testing time in financial services with mental health unfortunately being so challenged for so many. It’s now common knowledge that we
Innovation
Digitally capturing client conversations – By Charles Blake
As we seek to elevate ourselves and our businesses out of the surreal fog of the COVID-19 pandemic, we correctly question ‘what is the best
Business Growth
Common Myths Clients May Have Around Estate Planning – By Aruna Wickremasingha
When we talk Wills, traditionally we think death, doom and gloom. This might make the idea of having a conversation about Wills seem all too
Helping your team transition from home to work
The past several months have been challenging for everyone. Since the arrival of COVID-19, we’ve all had to make a substantial amount of change in
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