In failing to develop client experiences rooted in men and women’s fundamentally different perspectives on finance, financial services institutions are missing a very significant business opportunity.” 

Oct 17, 2017 | In the news

Is it just me, or is this complete marketing twoddle? The reason less women take financial advice could be that a) 90% of advisers (my estimate from many years of attending adviser events) are male and, b) without unduly disrespecting my colleagues’ or overestimating my own powers of communication, the proportion who can communicate effectively with the opposite sex is representative of a) the rest of the male population and b) the number of marriages which end in divorce. We need more lady advisers just as much as we need more advisers under the age of 50. And the two needs are not mutually exclusive.

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“The working-from-home illusion fades”

“The working-from-home illusion fades”

Are workers working from home more or less productive than those catching the 7.02am to London Bridge every day? ‘Probably sitting at home in their bleedin’ jim-jams’, said someone recently of a less-than-helpful call centre employee, the assumption being that, were they surrounded by colleagues and with a manager cracking the whip, he or she would have sorted his energy bill more efficiently.