I like this ‘IDEAL’ work concept – but it’s a high bar to reach. And we must take care not to beat ourselves up when we’re not in that central zone – which is likely to be much of the time. Also be aware that this Venn diagram is often wrongly used to described the…
This (10-minute read) is the second of three Insights for owners of Financial Planning and Advice firms, in which I outline six questions to help you assess any potential (or existing) content supplier. If you’d rather talk than read about these six tests, you can book a meeting here
This (10-minute read) is one of three Insights for owners of Financial Planning/Advice firms, covering six tests for rating the services of content creators or suppliers.
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.
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,…
A 5 to 10-minute read – depending on your speed. In our Insight on why financial planning is not common sense, we asked you to guess the answer to this same-birthday riddle. And if you’ve not yet read that Insight, start there.
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…
If you’re striving to achieve more of the things that matter to you, this Insight on getting into the ‘Flow’ will help. This is a 5 to 10-minute read, depending on your speed.
A 10 to 20-minute read, depending on your speed. The shocking thing is that almost no one knows how to design a financial life plan. Yet, there’s a widely agreed-upon (and life-changing) approach to this challenge that can help you regardless of where you live, your age, or your level of wealth. So, in this…
This is the second of three Insights in which we reveal the biggest secret in personal finance – how to design a great financial plan.