As coronavirus causes swathes of the population to go into long-term isolation, how can a business based on conversation, questioning and listening stay active? One life planner has made the jump already. By Steve Conley 20 Mar, 2020 ‘Imagine if you or your loved ones were diagnosed with a deadly flu strain?’ This is actually … Continue reading How I digitised a life planning proposition →

What helped me to become one of the financial services industry’s top proposition architects for over a decade (2000 to 2012) was Stephen R. Covey’s HABIT 4: WIN-WIN published in 1989. Win-win is a leadership theory about human interaction, there are six interaction paradigms; namely, win-lose, lose-win, lose-lose, win, win-win, and no deal. Win-win is … Continue reading The Perfect Storm: Thoughts on Interpersonal Leadership →

The Financial Conduct Authority refer to advice-sellers and non-advice sellers, as they focus on financial intermediation and product providers. There’s a new breed of adviser emerging, as financial capability levels rise through information sharing, the dangers of absence of walls between advice and product become more apparent and greater regulation applies cost pressures on the … Continue reading Regulation and the non-regulated adviser: How they operate and how to become one →