Articles by Paul Claireaux

How many ways are you unique?

And why is this the key to planning your money?

How many ways are you unique. Clean. Paul Claireaux

How many ways are you unique?

And why is this the key to planning your money?

When we recognise we’re unique, we stop wasting time looking for ready-made financial plans – from bloggers, influencers or the money pages of the Press. Instead, we focus on designing what we need – a plan for our unique circumstances and financial life goals. We are unique in many ways, as we’ll see, but we…

Why financial planning is not common sense.

and why that's a good thing.

Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

and why that's a good thing.

A 10 to 20-minute read – depending on your speed. Most of us look for common-sense answers to various questions in life. In this Insight, we’ll explore why that is often a bad idea, particularly when it comes to money. Of course, common-sense answers to simple questions can be helpful. But with complex questions (like…

What exactly is ‘Education-First Marketing’?

And why is it KEY to business success now?

School children. Hands up. Paul Claireaux

What exactly is ‘Education-First Marketing’?

And why is it KEY to business success now?

A 10 to 20 minute read, depending on your speed. In this Insight, I’ll explore why leading firms (in all professional services) now take an education-first approach to marketing. And we’ll see why this is crucial to your firm’s long-term success, regardless of how you obtain enquiries for your services.

Six ways to rate a content creator? (Part 2)

Is the content: Deep-dive, Expansive and Fairly priced?

How do you rate a content supplier. Part 2. Paul Claireaux

Six ways to rate a content creator? (Part 2)

Is the content: Deep-dive, Expansive and Fairly priced?

This (10 to 15-minute read) is the second of two Insights for owners of Financial Planning, Advice, or Coaching firms. Across these two Insights, we explore six hard questions to help you assess the services of any potential (or existing) content creator or supplier. If you’d rather talk than read about these six tests, book…

Six ways to rate a content creator (Part 1)

Is their content Accurate, Balanced and Compelling?

How do you rate a content creator. Paul Claireaux

Six ways to rate a content creator (Part 1)

Is their content Accurate, Balanced and Compelling?

This (7 to 15-minute read) is the first of two Insights for owners of Financial Planning, Advice, or Coaching firms. Across these two Insights, I’ll outline six hard questions for rating the services of any potential content creator or supplier. The first three questions and some wider points are covered in this Insight. The other…

Should you pay for financial advice?

And if so, what's a reasonable price?

Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

If you’re considering working with a financial coach, planner, or adviser and are concerned about the potential cost, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, it’s quite a long read, but we believe everyone needs to understand the (various) answers to this question. After all,…

What makes you financially unique?

and how does knowing this help you design a sound financial life plan?

What makes you unique. Penguins. Paul Claireaux

What makes you financially unique?

and how does knowing this help you design a sound financial life plan?

This is the second of two Insights on the many ways that each of us is unique – and why your understanding of this is key to planning your money.

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

When the tide goes out. Warren Buffett. Paul Claireaux

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

A 5 to 10-minute read, depending on your speed. This is the first of three Insights to help you consider how much investment risk might be right for you – on each of your financial life goals. These Insights are written to help all investors (novice, recent and experienced) because we all need to ensure…

The first two factors to consider when investing.

that you must never forget.

The first two factors to consider when investing. Paul Claireaux

The first two factors to consider when investing.

that you must never forget.

A 5 to 10-minute read, depending on your speed In this second (of three) Insights, you’ll learn about the first two of four factors to consider when deciding what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced) investors…

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