This page is for YOU if you run a financial advice, planning or coaching firm and you use (or plan to use) licensable educational content in your business.
A 10 to 20-minute read, depending on your speed. This is the first of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And that’s most of us from time to time! Here, we’ll explore the first five of ten reasons we might find it hard to talk about…
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,…
I quite like this ‘IDEAL’ work concept – but it’s a high bar to reach – and we need to 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…
With a lot of our goals, we often follow one step backwards, with two more – in the same direction! In this short Insight, I’ll look at how Catastrophic thinking causes this and start to explore how we might overcome it.
Whether it’s on New Year’s eve, or any other day of the year, not everyone likes to set goals – and they’re not always necessary either! So, let’s take a balanced look at the pros and cons of having goals.
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 6 to 12-minute read – depending on your speed This is the last of four Insights on how to choose the right boxes for your money. Here, we’ll complete our eight-point FILTRATE checklist – and so, equip you to assess any financial product (or strategy) that anyone could ever put to you.
If you plan to continue working for several years but are thinking about changing direction, this Insight is for you.
A great many business and marketing consultants have fallen in love with Simon Sinek and his book, ‘Start with why’… but not everyone is that keen on Sinek’s ideas, and here’s why!