Insights
Can we build more trust in financial planning?
9th July 2024
Can we build more trust in financial planning?
9th July 2024In this Insight for leaders of financial planning, advice and coaching firms, I explore a proven way to build more trust with consumers – while reducing costs and risks in your business. This is a 10 to 20-minute read – but it could save you £100,000 in content creation costs over the next few years….
What’s the cost of a go-to financial education library?
28th May 2024
What’s the cost of a go-to financial education library?
28th May 2024This is the second of several insights on the potential benefits and costs/risks of putting financial education at the heart of your business. This series is for you if: You lead (or influence) a business offering financial planning, advice, coaching, products, or fund management. You want your firm to become (or hold its position as)…
Would you dance with a lone nut?
18th February 2024
Would you dance with a lone nut?
18th February 2024If you’re anything like me, you’ll know that being different can sometimes be tough. Most people find it easier to agree (or go along) with the majority.
How to be less busy
12th October 2020
How to be less busy
12th October 2020Who wants to be – a less busy bee? Lots of us do, so let’s explore how to achieve more of what matters to us – without getting frazzled on the way?
Let’s hear it for the quiet folk
12th October 2020
Let’s hear it for the quiet folk
12th October 2020I came to the conclusion, many years ago, that we should listen harder to quiet folk. And here I’d like to explain why.
Why you need to beware of goal obsession
12th October 2020
Why you need to beware of goal obsession
12th October 2020If you’re planning to travel by aeroplane again (at some time in the future!) you’ll be pleased to know that pilots are trained to avoid goal obsession. In this short Insight, I want to explore why you need to avoid goal obsession too – and why you need to be extra ‘wary’ of those around…
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