Insights
Thinking about choosing boxes for your money?
25th November 2025
Thinking about choosing boxes for your money?
25th November 2025A 10 to 20-minute read – depending on your speed This is the first 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 this checklist will…
Four ways to choose good boxes for your money
25th November 2025
Four ways to choose good boxes for your money
25th November 2025A 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…
Five reasons we don’t talk about money.
4th November 2025
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…
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