It has been a few weeks since we gathered at Cazenove Capital for our Good Money Investing event to celebrate Good Money Week. While the calendar pages have turned since October 6th, the conversations from that evening have stayed with me, simmering and settling.

Stepping into the beautiful St George’s in Bristol for GoodStock.Live, you could feel a unique energy. The room was filled with financial advisors and planners, all gathered to redesign the conversation around finance. As one of the "clients" in the room, it was a powerful experience to witness the industry talking candidly about how it needs to change.

Have you ever wondered if your money could be doing more?

In the world of financial planning, the focus is often on risk, return, and tax efficiency. These are the traditional pillars of sound financial advice. But what happens when your clients’ deepest values and anxieties enter the conversation?

The book cover and call to action