Insights
Six ways to rate a content creator? (Part 2)
5th October 2025
Six ways to rate a content creator? (Part 2)
5th October 2025This (10-minute read) is the second of three Insights for owners of Financial Planning and Advice firms, in which I outline six questions to help you assess any potential (or existing) content supplier. If you’d rather talk than read about these six tests, you can book a meeting here
Six ways to rate a content creator (Part 1)
5th October 2025
Six ways to rate a content creator (Part 1)
5th October 2025This (10-minute read) is one of three Insights for owners of Financial Planning/Advice firms, covering six tests for rating the services of content creators or suppliers.
What exactly is ‘Education-First’ Marketing?
4th September 2025
What exactly is ‘Education-First’ Marketing?
4th September 2025A 10 to 20 minute read, depending on your speed. In this Insight, I’ll explore why leading firms (in all professional services) now take an education-first approach to marketing. And we’ll see why this is crucial to your firm’s long-term success, regardless of how you obtain enquiries for your services.
Who might be happy after a stock market crash?
27th August 2025
Who might be happy after a stock market crash?
27th August 2025A 10 to 15-minute read – depending on your speed. By the end of this Insight (for investors of all ages), you’ll understand more than most people about this critically important paradox of investing. In short, you’ll know why stock market crashes can (simultaneously) be good news for some people and miserable for others! We…
Should you pay for financial advice?
26th August 2025
Should you pay for financial advice?
26th August 2025If 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,…
Can you solve the same birthday riddle?
20th August 2025Can you solve the same birthday riddle?
20th August 2025A 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.
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