Small, useful things
and that "ahhh" moment!
Written guides, audio briefings and short videos. Everything's bite-sized and tagged by who it's for, so you can find what fits.
Follow-Up Structures That Support Client Success
Clear follow-up structures can improve engagement, confidence and completion rates.
Structuring Information for Neurodivergent Clients
Clear , structured communication can improve understanding, confidence and engagement.
Avoiding Shame Triggers in Financial Conversations
Many clients carry guilt, embarrassment or negative experiences relating to money.
Non-Judgemental Exploration in Client Conversations
Non-judgemental exploration helps build trust and supports more sustainable financial outcomes.
Consent-Based Language in Financial Planning Conversations
Clients should feel involved in financial planning conversations, not directed through them.
Understanding Different Ways Clients Communicate
Neurodivergent clients may communicate, process information and express themselves differently.
Recognising Potential Neurodivergent Traits in Clients
Financial planners are not responsible for identifying, diagnosing or labelling neurodivergence.
Can't find what you need?
Reach out to us and we'll see how we can help.
Need something more than a guide?
We offer 1-2-1 support for individuals and for companies. Tell us where you're stuck and we'll be honest about whether we're the right people to help.
Consultation
A focused session on the thing in front of you, for an individual or a team.
Assessments
A look at how your workplace, process or service actually lands for ND people.
Policy reviews
A plain-English read of your existing policies, with the changes worth making.