Insights
What makes you financially unique?
3rd August 2026
What makes you financially unique?
3rd August 2026This is the second of two Insights on the many ways that each of us is unique – and why your understanding of this is key to planning your money.
How many ways are you unique?
3rd August 2026
How many ways are you unique?
3rd August 2026When we recognise we’re unique, we stop wasting time looking for ready-made financial plans – from bloggers, influencers or the money pages of the Press. Instead, we focus on designing what we need – a plan for our unique circumstances and financial life goals. We are unique in many ways, as we’ll see, but we…
Need more *BANGS* for your marketing bucks?
22nd July 2026
Need more *BANGS* for your marketing bucks?
22nd July 2026This 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?
22nd July 2026
How could you build a great financial education program?
22nd July 2026In 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…
Six ways to rate a content creator? (Part 3)
2nd July 2026
Six ways to rate a content creator? (Part 3)
2nd July 2026This (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)
2nd July 2026
Six ways to rate a content creator? (Part 2)
2nd July 2026This (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
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