Insights
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 describe the…
Six ways to rate a content creator (Part 3)
5th October 2025
Six ways to rate a content creator (Part 3)
5th October 2025This (10-minute read) is the last 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 this checklist, book a meeting with me here.
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.
Get your free download now
and future ideas via newsletter
and future ideas via newsletter
Sign up to our educators newsletter now
and receive updates about future content releases
and receive updates about future content releases