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Achieving more

Why financial planning is not common sense.

and why that's a good thing.

17th August 2025 Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

and why that's a good thing.

17th August 2025

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?

28th July 2025 School children. Hands up. Paul Claireaux

What exactly is ‘Education-First Marketing’?

And why is it KEY to business success now?

28th July 2025

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?

22nd July 2025 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?

22nd July 2025

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?

17th July 2025 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?

17th July 2025

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?

6th July 2025 Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

6th July 2025

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,…

How to build an awesome financial plan.

And map it out on one sheet of paper.

8th March 2025 Seven Steps. Paul Claireaux

How to build an awesome financial plan.

And map it out on one sheet of paper.

8th March 2025

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…

Why is financial planning a secret?

And what could this mean for you - and your loved ones?

8th March 2025 Why is this a secret. Shocked. Paul Claireaux

Why is financial planning a secret?

And what could this mean for you - and your loved ones?

8th March 2025

This is the first of three Insights in which we’ll reveal the biggest secret in personal finance – how to design a great financial plan. Later in this series, we’ll outline the (widely agreed) financial planning process in seven (A.W.E.S.O.M.E.) steps that you can use regardless of your age, income, wealth or wherever you live…

Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

22nd February 2025 It pays to keep an open mind. Carl Sagan. Paul Claireaux

Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

22nd February 2025

A 10 to 20-minute read – depending on your speed This is the first of four Insights on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And this checklist will…

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