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Achieving more

Why financial planning is not common sense.

and why that's a good thing.

4th August 2026 Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

and why that's a good thing.

4th August 2026

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…

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th August 2026 Four More Ways to Filter. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th August 2026

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.

Thinking about choosing boxes for your money?

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

4th August 2026 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!

4th August 2026

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…

Should you pay for financial advice?

And if so, what's a reasonable price?

4th August 2026 Lost. New. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

4th August 2026

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,…

Five (more) reasons we don’t talk about money

and how to overcome these blocks.

3rd August 2026 Lone Elephant. Paul Claireaux

Five (more) reasons we don’t talk about money

and how to overcome these blocks.

3rd August 2026

A 10 to 20-minute read, depending on your speed. This is the second of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And that’s most of us at times! Here, we’ll explore another five (of ten) reasons we might find it hard to talk about money, whether with…

Five reasons we don’t talk about money.

And how to overcome them.

3rd August 2026 Elephant in the room. Paul Claireaux

Five reasons we don’t talk about money.

And how to overcome them.

3rd August 2026

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…

Six ways to rate a content creator? (Part 3)

Do they expand your Insight library, and are their fees fair?

2nd July 2026 How to rate a content creator. Part 3. Paul Claireaux

Six ways to rate a content creator? (Part 3)

Do they expand your Insight library, and are their fees fair?

2nd July 2026

This (10-minute read) is the last 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 this checklist, book a meeting with me here. 

Does your firm make a clear client promise?

and is it helping you to stand out from the crowd?

9th June 2026 Stand out in sea of grey. Paul Claireaux

Does your firm make a clear client promise?

and is it helping you to stand out from the crowd?

9th June 2026

Does your firm make a clear client promise? And is it helping you stand out from the crowd? Your ideal clients are making a decision about your firm in seconds. What are they hearing? And can everyone in your firm — and your professional introducers — give the same answer? Here’s a quick test. Ask…

Does your content need a good SCAN?

10th March 2026 Does your content need a SCAN. Paul Claireaux

Does your content need a good SCAN?

10th March 2026

On this page, you’ll learn about a valuable NEW content scanning service The service is designed primarily for financial planning/advice business owners offering educational Insights on Money (and Money Psychology) topics. However, it could also help you if you offer other professional services in this or other sectors. The aim is simple: to help you…

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