Lisa Winnard

Key man-organisation-leadership

Top 10 tips to being a good leader

There is something about seeing sunshine for the first time after months of winter that revs up the mood and makes us more mentally sharp and open-minded. Thus, spring feels like a natural point in time for a new plan, a fresh start; for new beginnings or just a good old spring clean. By way […]

Mind the gender pay gap in financial services

International Women’s Day on 8 March was an opportunity to celebrate the social, economic, cultural and practical achievements of women. Celebrating women’s achievements dates back to 1909, when the US first designated a day to honour the garment workers’ strike in New York the year previously, where women protested for better pay and shorter working […]


Lisa Winnard: Engaging staff at your advice firm

Returning from our Christmas breaks we all have that new year, new objectives mindset. From a human resources and people perspective, some of the key themes for business leaders in 2017 will be around engagement, gender pay, apprenticeships and improved corporate governance. In HR, this is a busy period of setting clear direction for our […]

Lisa Winnard: Making a success of succession planning

For the majority of financial advice firms, talent is their most important asset. With this in mind, a planning strategy can be a real motivator for those being actively developed for a successor role in the foreseeable future. But how do we make a success out of succession planning for the wider personnel population? My […]