Insights
Why is financial planning a secret?
10th October 2024This is the first of three Insights in which we’ll reveal the biggest secret in personal finance – how to design a great financial plan. Later in this series, we’ll outline the (widely agreed) financial planning process in seven (A.W.E.S.O.M.E.) steps that you can use regardless of your age, income, wealth or wherever you live…
Seven questions to ask any content supplier
8th October 2024
Seven questions to ask any content supplier
8th October 2024This 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.
Why financial planning is not common sense.
5th October 2024
Why financial planning is not common sense.
5th October 2024A 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…
Five reasons we don’t talk about money.
5th October 2024
Five reasons we don’t talk about money.
5th October 2024A 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…
12 things to consider before you make a big change in direction
24th September 2024
12 things to consider before you make a big change in direction
24th September 2024If you plan to continue working for several years but are thinking about changing direction, this Insight is for you.
Should you pay for financial advice?
24th September 2024
Should you pay for financial advice?
24th September 2024If 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,…
Get your free download now
and future ideas via newsletter
and future ideas via newsletter
Sign up to our educators newsletter now
and receive updates about future content releases
and receive updates about future content releases