There has never been a more interesting time for women to enter financial planning. But perhaps there has also never been a more important time to ask a different question. Not simply: "Which firm should I join?" But: "What kind of profession do I want to help build?" Recently, St. James's Place published an article … Continue reading Why the Future of Financial Planning Needs More Women (and Fewer Sales Targets)
Tag: mental-health
Three Bridges, Three Islands, One Journey
Over the years, I have come to realise that the Academy of Life Planning has never really been a place. It has been a series of bridges. When I first started this journey, I thought I was helping planners cross a single divide. On one side stood financial advice. On the other stood financial planning … Continue reading Three Bridges, Three Islands, One Journey
What does the rise of AI girlfriends tell us about the state of human agency?
If millions of young people are choosing AI companions that never reject them, never challenge them, and never leave them, is the real story about artificial intelligence — or about what modern life is failing to provide? [Based on The terrifying rise of schoolboys making AI girlfriends, by Nicole Mowbray in The Telegraph Magazine. 6 … Continue reading What does the rise of AI girlfriends tell us about the state of human agency?
Before You Join a Financial Adviser Academy: The Questions Every Career Changer Should Ask
A recent career-change newsletter from St. James’s Place Financial Adviser Academy uses the idea of “learned helplessness” to speak to people who feel stuck, frustrated, or uncertain about their working lives. On one level, this is understandable. Many people do feel trapped in careers that no longer fit. Mid-life career dissatisfaction is real. So is … Continue reading Before You Join a Financial Adviser Academy: The Questions Every Career Changer Should Ask
Detox: Why Cleaning Belongs at the Heart of Personal Growth
Detox: Why Cleaning Belongs at the Heart of Personal Growth At its best, the Japanese philosophy of cleaning says: A clean space supports a clear mind.Caring for your environment is caring for yourself and others.No task is beneath you.Order is not control; it is respect.Cleaning is not preparation for life — it is part of … Continue reading Detox: Why Cleaning Belongs at the Heart of Personal Growth
Dead Firms. Live Harm. Delayed Justice.
Why agency before advice is becoming a consumer protection necessity A financial firm can disappear. The harm it caused often does not. That is the uncomfortable lesson emerging from recent analysis of Financial Ombudsman Service complaints and the wider enforcement record across UK financial services. Complaints are still being upheld against firms that are no … Continue reading Dead Firms. Live Harm. Delayed Justice.
Goliathon Has Changed the Game for Citizen Investigation
When people are harmed by powerful institutions, the first battle is rarely fought in court. It is fought in confusion. A survivor may have years of emails, letters, bank statements, screenshots, court papers, call notes and regulatory correspondence. Somewhere in that material may be the truth of what happened. But truth alone is not enough. … Continue reading Goliathon Has Changed the Game for Citizen Investigation
Presenteeism Is Not Commitment. It Is Often Suffering in Disguise.
How Get Secure can help shift people from pressure and survival mode towards income security When people go to work sick, stay online after hours, miss social connection, and keep pushing through stress, it is often described as commitment. But increasingly, it may be something else. It may be fear. Fear of falling behind.Fear of … Continue reading Presenteeism Is Not Commitment. It Is Often Suffering in Disguise.
When Money Worries Become Health Worries: Why Income Security Is a Whole-Person Issue
Three-quarters of employees are now cutting back on routine healthcare because of the cost of living. That should stop us in our tracks. This is not just about people delaying a dental appointment, skipping an eye test, or putting off physiotherapy. It is a warning sign that financial pressure is spreading into every area of … Continue reading When Money Worries Become Health Worries: Why Income Security Is a Whole-Person Issue
When You’re Told to Get Legal Advice — But Can’t Afford It
When You’re Told to Get Legal Advice — But Can’t Afford It Some of the people who need legal advice most are the very people least able to get it. A settlement arrives. There is a confidentiality clause. You are told you cannot discuss it. You cannot share it. You cannot talk openly about what … Continue reading When You’re Told to Get Legal Advice — But Can’t Afford It
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