Insights
Do you really need a coach?
9th October 2025I like this ‘IDEAL’ work concept – but it’s a high bar to reach. And we must 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 to described the…
Six ways to rate a content creator (Part 3)
5th October 2025
Six ways to rate a content creator (Part 3)
5th October 2025This (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.
Six ways to rate a content creator? (Part 2)
5th October 2025
Six ways to rate a content creator? (Part 2)
5th October 2025This (10-minute read) is the second 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 these six tests, you can book a meeting here
Six ways to rate a content creator (Part 1)
5th October 2025
Six ways to rate a content creator (Part 1)
5th October 2025This (10-minute read) is one of three Insights for owners of Financial Planning/Advice firms, covering six tests for rating the services of content creators or suppliers.
What exactly is ‘Education-First’ Marketing?
4th September 2025
What exactly is ‘Education-First’ Marketing?
4th September 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.
Who might be happy after a stock market crash?
27th August 2025
Who might be happy after a stock market crash?
27th August 2025A 10 to 15-minute read – depending on your speed. By the end of this Insight (for investors of all ages), you’ll understand more than most people about this critically important paradox of investing. In short, you’ll know why stock market crashes can (simultaneously) be good news for some people and miserable for others! We…
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