Training & Competency EVP differentiator
At the end of 2024, I was flattered to be asked by the editor of…
Monthly Archives: April, 2025
Raising the bar for commercial benefit and Consumer Duty success
This year promises to be a pivotal year for firms as they continue to embed…
What is the “T” in Training and Competence all about?
What am I talking about? In this instance, I’m referring to assessing training needs and…
FIT for purpose?
The Fit and Proper test for Employees and Senior Personnel sourcebook, or FIT is in…
The unsung heroes, uncharted paths: It’s time to redefine career journeys in financial services
Building a business academy for financial Services Much has been sung about the virtuosity of…
Are we really transforming people?
In a world where leadership and learning are rapidly evolving, organisations must move fast to…
Are we doing enough to lead the horse to water?
Vulnerability and the link to the advice gap is something I have written about in…
Where’s the printer?
In the client facing area of financial services, there is a school of thought, that…
Investing in Collections Team training: A critical priority for financial services
In the heavily regulated world of financial services, we all know that compliance and customer…
Guiding clients past hesitation – In the later life marketplace
Equip advisers with psychological and NLP tools to better understand client hesitations, build rapport, and…