Vibrant Thinking

The future of wealth is female

For firms ready to listen differently, this creates a powerful growth opportunity.

Most organisations are aware of the growing importance of attracting female clients and many leaders recognise there are differences in the way women build trust, engage in conversations and make choices.

Understanding the ‘how’ and ‘why’ behind those differences is crucial to be able to design experiences, messaging and relationships that women instantly recognise as being built with their needs and expectations in mind.

This deeper understanding becomes a competitive edge for firms who want to appeal to this growing and influential market.

That’s where the Insight to Action Programme can change the game for your business.

Ways to Work with Us

Our work is best understood as a flow from insight to impact. Helping you move from a deeper understanding of women’s needs, through strategy shaped by those insights, and into action that sustainably grows your business.

Every project is bespoke and designed in partnership with you. We work flexibly across the different stages , adapting the depth, focus and format to meet your firm where it is and support the outcomes you want to achieve.

Here’s how the insight to impact flow typically takes shape.

Insight Generation

Outcome:

Clear, human-centred, actionable insights that reveal what women need from a wealth firm and why.

Example Deliverables:

Insight themes
Values Map
Emotional drivers and expectations
Trust accelerators and breakers
Barriers analysis
Key opportunity areas

Strategy Creation

Insight Generation

Outcome:

A clear actionable plan to attract and retain more women clients, built from your client’s truths and with the buy-in from your team.

Example Deliverables:

Insight to strategy mapping
Women’s Client Pathway
Messaging and communication shifts
Priority opportunity matrix
30 day action plan
90 day strategy roadmap
Team alignment

Impact Execution

Insight Generation

Impact Execution

Outcome:

A smoother, faster pathway to real, sustainable change that builds the business.

Example Deliverables:

Remove barriers to implementation
Adapt plan as needed throughout implementation phase
Review of pre-agreed key marketing and client-facing material

What's Different about the Approach?

This approach is designed to support deeper insight, stronger alignment and more effective action across teams.

By deliberately shifting communication away from words, text and two-dimensional explanation, and into three-dimensional thinking, people are invited to engage with ideas in a different way. Using proven techniques that move thinking from the purely verbal into physical and visual forms, participants access understanding that is difficult to reach through conversation alone.

This change in medium helps disrupt habitual patterns of thinking and reduces the pressure to explain, justify or perform. It creates space for perspectives to surface that might otherwise remain unspoken, and allows complex or emotionally loaded ideas to be expressed more clearly.

Because everyone works in the same way and has equal opportunity to contribute, insight emerges more evenly across the group. This supports inclusion, shared understanding and stronger collective ownership of what is heard.

The result is not just better insight, but insight that teams can align around and translate into strategy and action with confidence.

Why this approach works

1. Thinking with your hands opens the mind

When hands are busy, the brain softens out of analytical mode. This lowers cognitive load and allows deeper thoughts, feelings and needs to surface more naturally than through conversation alone.

2. Metaphor unlocks shared understanding

Metaphor helps people express complex ideas, priorities and concerns more clearly, creating a common language that supports insight, strategy and action.

3. Permission creates momentum

When one person names something they have quietly carried, it often unlocks the courage for others to do the same, quickly transforming individual insight into collective understanding.

4. It shows what sits behind decisions

Creative reflection helps people explain not just what they think, but why and how that is influencing their decisions, including relationships, experiences and emotions.

5. Insight turns naturally into action

Because the work is human, visible and collectively owned, decisions feel clearer and implementation moves faster, with less resistance and rework.

About YOUR FACILITATORS

Lorna Watkinson, Vibrant Thinking

Lorna Watkinson, Founder of Vibrant Thinking

A skilled creative facilitator and insight specialist with decades of experience working for and with organisations including P&G, NHS, Global Radio and leading UK universities.

During her 17 year career at P&G she was best known for her leadership of consumer receptivity work, digging beyond the quantitative data to create insights on when and where consumers would be most receptive to different brand advertising.

Since then, in her own business, she has witnessed time and again how thinking with your hands, creative reflection and use of metaphors creates calm, unlocks deep insight, reduces resistance and creates shared ownership for action.

Trained in Creative and LEGO Serious Play facilitation, Lorna creates psychologically safe spaces where all individuals are heard and understood and outputs are stronger as a result.

She blends commercial acumen, behavioural insight and creative methods to help firms move from assumption to understanding.