Insights
How many ways are you unique?
18th August 2025When we recognise we’re unique, we stop wasting time looking for ready-made financial plans – from bloggers, influencers or the money pages of the Press. Instead, we focus on designing what we need – a plan for our unique circumstances and financial life goals. We are unique in many ways, as we’ll see, but we…
Why financial planning is not common sense.
17th August 2025
Why financial planning is not common sense.
17th August 2025A 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’?
28th July 2025
What exactly is ‘Education-First Marketing’?
28th July 2025A 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)
22nd July 2025
Six ways to rate a content creator? (Part 2)
22nd July 2025This (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)
17th July 2025
Six ways to rate a content creator (Part 1)
17th July 2025This (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?
6th July 2025
Should you pay for financial advice?
6th July 2025If 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,…
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