Insights
Five reasons we don’t talk about money.
4th November 2025A 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…
Five (more) reasons we don’t talk about money
4th November 2025
Five (more) reasons we don’t talk about money
4th November 2025A 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…
Need more “BANGS” for your marketing bucks?
25th October 2025
Need more “BANGS” for your marketing bucks?
25th October 2025This is the third of three Insights for owners of financial planning and advice firms—on cutting your marketing costs. If you’re building or enhancing your (consumer-facing) educational library, this Insight is definitely for you. This is a 15 to 20-minute read, depending on your speed.
How could you build a great financial education program?
18th October 2025
How could you build a great financial education program?
18th October 2025In this series of three posts (for financial planners and advisers), I explore why great financial education programs can cost £200,000 or more over time. And I show you how to eliminate most of those costs—and the immense work these projects can demand of you. In the first short post, I explored the question of…
How much educational content is enough?
14th October 2025
How much educational content is enough?
14th October 2025This is the first of three posts for owners (and content marketing managers) of financial planning and advice firms. In this series, you’ll learn why a great consumer-facing educational library could cost £100,000 to £200,000 over time. And I show you how to eliminate most of those costs and the immense work that these projects can…
Do you really need a coach?
9th October 2025
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…
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