Insights

6 Investment questions to ask your adviser

6 questions to ask PCC

6 Investment questions to ask your adviser

In this Insight, I’ll share 6 essential questions for you to ask your adviser/wealth manager if you want to have a meaningful conversation about your investments. You can also use these questions when employing an adviser for the first time, or if you change your current one. There’s a lot of content in here: Time…

Who can you trust about money?

Who can you trust about money

Who can you trust about money?

So, who can you trust about money? Well, watch the video (above) or read on below for ideas on this question.

Why there’s no F in change

Leaping for change

Why there’s no F in change

If you want to make a change in your life, to achieve more for yourself or your loved ones, this is the best way to start that journey. This Insight is one of many you’ll find on this site that explores solid (evidence-based) ideas to help you with personal change. If you like this one,…

How to write a strong news story

How to write a strong news story

How to write a strong news story

What makes for a strong news story? In this Insight, I’ll share what a media trainer told me about that. I’ll also offer my own views on how the ‘strong news’ approach creates misleading and potentially harmful stories about money, investing and pensions and what you can do about it.

Do you really need a coach?

Great Coach and Ikigai

Do you really need a coach?

I love that ‘Ikigai’ concept, don’t you? The question is, do you really need a coach to help you find your ‘sweet spot’ in life?

How to write stuff worth reading

Franklin not be forgotten when you're dead and rotten

How to write stuff worth reading

In this second in a series of Insights on writing (for financial advisers and product providers), I’ll explore how you can achieve both of Franklin’s goals by writing just one series of articles. Also, for anyone happy to forego the ‘fame’ opportunity, I’ll look at the minimum goals you’ll want to set for your client-facing…