Insights

Should you pay for financial advice?

Lost in front of map. Paul Claireaux

Should you pay for financial advice?

If 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,…

Why is financial planning a secret?

Why is this a secret. Shocked. Paul Claireaux

Why is financial planning a secret?

This is the first of three Insights in which we’ll reveal the biggest secret in personal finance – how to design a great financial plan. Later in this series, we’ll outline the (widely agreed) financial planning process in seven (A.W.E.S.O.M.E.) steps that you can use regardless of your age, income, wealth or wherever you live…

Do you really need a coach?

IDEAL work. IKIGAI. Paul Claireaux.

Do you really need a coach?

I quite like this ‘IDEAL’ work concept – but it’s a high bar to reach – and we need to 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…

Why you might want to accept the occasional step back

Cha Chat. Brault. Paul Claireaux

Why you might want to accept the occasional step back

With a lot of our goals, we often follow one step backwards, with two more – in the same direction! In this short Insight, I’ll look at how Catastrophic thinking causes this and start to explore how we might overcome it.

How to manage your workers for success

Elements of people management

How to manage your workers for success

If you lead or manage others, you know how hard it can be to get everything right, about this people management game right, all of the time. And, if you’re already working flat out, to develop and run your own business, the challenge can be simply overwhelming. So, in this Insight, we look at how…

Do you need to set goals?

Goals do you need them

Do you need to set goals?

Whether it’s on New Year’s eve, or any other day of the year, not everyone likes to set goals – and they’re not always necessary either! So, let’s take a balanced look at the pros and cons of having goals.

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