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If you work in wealth management, you’re likely already aware of the statistics. Women will play a decisive role in the future growth of your firm. What’s often less clear is what that means in practice. Many firms know they need to attract and retain more women clients. Far fewer feel confident about which actions will genuinely make a difference, day to day, adviser to adviser, conversation to conversation. There is no shortage of research. But much of it stays at surface level. It tells you what women say they value, without revealing how those values show up in real decisions. It highlights the opportunity, but rarely translates into insight advisers can actually use. And without that depth of understanding, it’s difficult to design an experience women recognise as being built with them in mind. This is where Vibrant Thinking’s Insight to Action Programme sits. The work is best understood as a flow from insight to impact. It supports firms to move from a deeper understanding of women clients, through strategy shaped directly by those insights, and into action that enables sustainable business growth. Each project is bespoke and designed in partnership with you. I work flexibly across the insight-to-impact flow, adapting the depth, focus and format to meet your firm where it is. Insight is gathered in ways that surface what typically goes unspoken, then translated into clear strategic direction and practical action. The result is not a set of generic recommendations, but a shared understanding your teams can align around and use with confidence. If your firm is looking to move beyond assumptions and develop an approach to women clients that is both human and commercially grounded, this is a considered place to begin. You’re welcome to message me here or email lorna@vibrant-thinking.com to explore whether this work is the right fit.

Vibrant Thinking Questions

The Vibrant Thinking annual revenue was $6.3 million in 2026.

Lorna Watkinson is the Founder of Vibrant Thinking.

2 people are employed at Vibrant Thinking.

The NAICS codes for Vibrant Thinking are [722514, 722, 7225, 72, 72251].

The SIC codes for Vibrant Thinking are [581, 58].

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