This is the second of several insights on the potential benefits and costs/risks of putting financial education at the heart of your business. This series is for you if: You lead (or influence) a business offering financial planning, advice, coaching, products, or fund management. You want your firm to become (or hold its position as)…
A 10 to 20-minute read, depending on your speed. This is the first of several Insights on the benefits of putting financial education at the heart of your business. This series is for anyone leading (or influencing) a business offering financial planning, advice, coaching, products, or fund management. If that’s you, you’re in the right…
A 5 to 10-minute read – depending on your speed. In our Insight on why financial planning is not common sense we asked you to guess the answer to this same-birthday riddle. And if you’ve not yet read that Insight, start there.
A 10 to 15-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. Common-sense answers to common and simple questions are helpful. But with complex questions (like making…
A 10 to 20-minute read – depending on your speed This is the third of four Insights on how to choose the right boxes for your money. Our aim in this series is to equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And…
A 6 to 12 -minute read – depending on your speed. This is the second 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 we believe…