TWD Day: Time to Reflect, Learn and Look Ahead
Our entire team recently stepped away from their desks to come together for TWD Day – an opportunity to reflect on how far we’ve come, learn something new and look ahead to what’s next.
Organised by Michelle Flanagan and Karen Pearce, this team-building day gave us the chance to reconnect and consider how we can continue to improve the way we work and support our clients.
Reflecting on the TWD journey
TWD Managing Director Troy MacMillan opened the day by outlining the journey that’s brought us to where we are today.
As Michelle says:
“He acknowledged how far TWD has come, the challenges we’ve faced, and reinforced the values that have shaped our success and continue to guide our future direction.”
Sometimes as financial advisers, we’re so used to drilling down into the details for our clients, so this was a great reminder of the bigger picture – our collective “why”, and the real difference we’re making to people’s lives.
Learning about the changing world of work
A highlight of the day was an engaging and interactive session led by futurist and author Gihan Perera, which encouraged us to think differently about the role AI may play in the future of work.
“The session encouraged us to step outside our usual routines, creating space to explore how emerging technologies can help us improve communication, increase efficiency, and ultimately deliver even better outcomes for our clients,” Michelle says.
“One of the key takeaways from the day was that as our understanding of AI grows, so does our ability to use it responsibly and effectively. While technology can be a powerful enabler, it is ultimately our people, judgement, and values that remain at the heart of every decision we make.”
Looking ahead together
TWD Day gave us something that can be difficult to find during a busy working week: the chance to pause, share ideas and set goals together.
We left feeling energised about the future and proud of the enthusiasm our team continues to bring to learning, collaboration and improving the experience we provide for our clients.
A big thank you to Gihan for joining us, and to Michelle and Karen for pulling it together.
Here at The Wealth Designers, our LIVE WELL™ philosophy is at the heart of everything we do. Want to discover how we can help you live a life with money and meaning? Get in touch.
Plus, read our recent posts: “Celebrating Karen’s 10-Year Milestone at TWD” and “The Wealth Designers Welcomes Three New Shareholders”.