Achieving more

12 reasons to offer Financial Education

and one reason not to.

12 reasons for financial education

12 reasons to offer Financial Education

and one reason not to.

If you offer financial services (FS) (financial planning/advice, products or both) or you provide: Marketing Website Design Videography or Speaker training services to this sector, then this Insight is for you Creating (or helping others to create) a financial education programme – offers enormous (proven) potential for your business. And you’ll be helping to make…

Seven ways to achieve more

Without working yourself into the ground

7 ways to achieve more

Seven ways to achieve more

Without working yourself into the ground

I guess most of us would ‘like’ to achieve more of our biggest life goals… but the truth is that most goals are never achieved – and most New Year’s resolutions fail 🙁 So, let’s look at why that might be – and explore some ideas for helping you achieve more of yours.

What is selling really about?

and why you simply can't avoid it.

Happy couple

What is selling really about?

and why you simply can't avoid it.

What is selling about? Well, I guess I’m qualified to offer a view on this as I used to be the UK’s top B2B sales guy at Clerical Medical, a blue-chip investment and pensions house. Sorry if that sounds ‘braggy’ – I don’t mean it that way. It’s just that we live in a world…

Why there’s no F in change

and why we need (a bit of) discomfort to achieve that.

Leaping for change

Why there’s no F in change

and why we need (a bit of) discomfort to achieve that.

If you want to make a change in your life, to achieve more for yourself or your loved ones, this is the best way to start that journey. This Insight is one of many you’ll find on this site that explores solid (evidence-based) ideas to help you with personal change. If you like this one,…

How to write stuff worth reading

and do something worth writing about

Franklin not be forgotten when you're dead and rotten

How to write stuff worth reading

and do something worth writing about

In this second in a series of Insights on writing (for financial advisers and product providers), I’ll explore how you can achieve both of Franklin’s goals by writing just one series of articles. Also, for anyone happy to forego the ‘fame’ opportunity, I’ll look at the minimum goals you’ll want to set for your client-facing…

Throw away your dream board

and visualize the right thing

Voodoo dream boards

Throw away your dream board

and visualize the right thing

A lot of personal coaches will tell you that to boost your chances of success on your biggest life goals, you need to imagine yourself having achieved that goal. Many will also suggest that you create a dream board (aka Vision Board) with colourful pictures of everything you want, or believe you will become, to…

Are you being overcharged?

on your pension and investment plans?

The overcharging Rhino

Are you being overcharged?

on your pension and investment plans?

So, are you being overcharged by this sort of character on your pension or investment plans? He (or she) is a Rhino you see… a thick-skinned salesperson who charges a lot 😊 and you might be shocked when you see how their charges add up!

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