Lisa Winnard

Lisa Winnard: How to keep your best advisers happy

As HR director, a significant proportion of my job is focused on ensuring we have the right culture with the right people in the right roles. This helps us to deliver our business objectives and ensure it is always fit and ready for the future. Analytics experts Gallup tracks a range of employment, leadership, performance […]

Lisa Winnard: Mind the age gap at your firm

As our younger generations return to school, college and university, September is a time of the year when some of us older ones also consider going back to college; maybe to study a new course or add new skills to our toolkit; or go even further and completely retrain. With the UK heading for skills […]

Lisa Winnard: Why working closely with your team is key

We live in a world of unrelenting change, with economic and political agenda, global mobility or social and technological trends all driving adaptations to the way we work. Gone are the days of business as usual. During a recent leadership challenge session, I asked our leaders and future leaders what one thing they would change. […]

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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 […]