Insights

A story about a banker and his standard deviations

No golden rules, Shaw

A story about a banker and his standard deviations

If you’ve not yet heard this true story of the Investment Banker and his standard deviations, read on. This ludicrous but funny story might just help you remember one thing about investment risk – and it’s this. The model that the ‘experts’ use is wrong!

12 reasons to offer Financial Education

12 reasons for financial education

12 reasons to offer Financial Education

If you offer financial services (FS) (financial planning/advice, products or both) or you provide: Marketing Website Design Videography or Speaker training services to this sector, then this Insight is for you Creating (or helping others to create) a financial education programme – offers enormous (proven) potential for your business. And you’ll be helping to make…

Seven ways to achieve more

7 ways to achieve more

Seven ways to achieve more

I guess most of us would ‘like’ to achieve more of our biggest life goals… but the truth is that most goals are never achieved – and most New Year’s resolutions fail 🙁 So, let’s look at why that might be – and explore some ideas for helping you achieve more of yours.

What is selling really about?

Happy couple

What is selling really about?

What is selling about? Well, I guess I’m qualified to offer a view on this as I used to be the UK’s top B2B sales guy at Clerical Medical, a blue-chip investment and pensions house. Sorry if that sounds ‘braggy’ – I don’t mean it that way. It’s just that we live in a world…

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.