How many ways are you unique
Just want the price – to license these insights?
If you’re familiar with my educational content-to-go service, and just want to know the price to license this series, skip to that section.
Otherwise – the answers to these questions might interest you.
This page answers six questions:
- What will your clients, their family and friends learn from these Insights into human uniqueness?
- How could these Insights help your business?
- How evergreen (long-lasting) are these Insights?
- Where in the world can you use these Insights?
- What assets do you receive when you license these Insights?
- How does the license cost compare to creating this sort of content in-house?
1. What will your audiences learn from these Insights?
The two Insights explain the many dimensions of our uniqueness and why this is key to designing a sound financial plan.
In the first Insight, we explore the non-financial factors that make us unique – and explore the problems with personality labelling models that oversimplify who we are
And, of course, we point to more robust tools for understanding our personalities, emotional styles, character strengths, and more!
In the second Insight, we focus more on how our unique financial goals and circumstances create a *need* for a unique financial life plan.
We also explore the happiness forecasting problem, which makes financial planning (and our working lives) unnecessarily hard – and offer two proven ideas for overcoming this challenge.
The messages throughout these Insights are, as always, that YOUR professional financial guidance is vital.
2. How could these Insights help your business?
There are 25 benefits to education-first marketing.
They’re listed at tab six on our ‘Content to Go terms’ page here.
In short – be aware that compelling education-first (inbound) marketing:
- Demonstrates your warmth and competence – which is proven to build trust.
- Generates enquiries for your services – while you get on with the day job.
- Improves consumer understanding – and reduces other business risks, too.
- Allows you to cut or eliminate the cost of ‘push’ marketing.
- Saves you (and your clients) valuable time at the onboarding, planning, advice and review stages of your service.
And there are two big benefits (to your clients and your business) of sharing these ‘Uniqueness’ insights with your clients, their families and friends.
First, when people remember their uniqueness, they waste less time reading blogs or books from influencers (or the weekend money pages of the Press) looking for ready-made financial plans.
We all know the problems that come from people searching for that elusive ‘best’ financial plan or product.
These insights remind people that sound financial plans are uniquely tailored to them, their circumstances and their goals – for themselves and their loved ones.
Second, the FCA’s Advice Guidance Boundary Review seems likely to create an explosion of new targeted support services.
And, unlike all previous regulatory changes to close the advice gap, I think this one will genuinely move the dial – because the banks and D2C platforms will be able to use more limited fact finds to generate lower cost recommendations for “People Like You.”
So, as always, there will be winners and losers from this regulatory change.
The new services will introduce many people to advice for the first time – which should encourage more enquiries for full advice – but only if those people see the limitations of the new services. And from what I know of this new regime, they will see those limitations.
That said, some (full advice) clients may choose to move to the new lower-cost services.
So, there’ll be traffic in both directions.
Whatever the outcome, you’ll realise more opportunities (and reduce the threats) by reminding people that “no one is like you.”
This regulatory change is another big reason to bring consumers closer to YOU – to help them see the value of a full financial planning service.
And that’s what all my Insights aim to do – by the way.
3. What else do you need to consider?
Have you read these two Insights?
Have you shared them with non-experts – and did those people find them fascinating and valuable?
If you’ve not yet read them – start there.
What work is required to prepare these Insights for your website?
Very little!
You or your website designer only need to edit the Insight text to:
- Describe your role (planner, adviser, coach, wealth manager, etc.) in your preferred way.
- Describe your calls to action – in your preferred way.
- Remove external links to other websites – if you don’t want them.
- Remove internal links to related Insights – if you’re not offering those.
Instructions on these edits are included with the content pack you download when you purchase a license.
Do you need bespoke content for your business?
If you’d like to make significant changes to this content, book a meeting to discuss this before you purchase a license.
Image changes and minor edits to the text that do not affect the messages might be OK, but please check with me first if you want to change this content.
We spend an enormous amount of time researching and preparing these Insights – and they’ve been checked by highly qualified professionals.
So, these are not draft / error-filled texts – and we need to protect your and our reputations here.
Subject to my availability, I may be able to provide unique derivative versions of this content – but we’d need to agree on how we’d work together to create those pieces.
3. How evergreen (long-lasting) are these Insights?
All the messages in these ‘Uniqueness’ insights are Evergreen.
So, they should not be affected by changes in tax or interest rates, stock market movements or the winds of political or economic change.
Of course, we may update or refresh the Insights in the future, and we will make these available to all license holders free of charge.
4. Where in the world can you use these Insights?
These ‘Uniqueness’ Insights are written to help financial planners, advisers, and coaches engage with savers and investors – and those with other financial planning needs – worldwide.
In the future, I hope to partner with a qualified and experienced US-based financial planner to create a US-ready set of all my other Insights.
If that project interests you, please e-mail me at hello@paulclaireaux.com
5. What assets do you receive when you purchase a license?
After buying a license to use this content, you’ll receive an e-mail with a link to a folder containing:
- These two Insights of nearly 9,000 carefully crafted words – similar to c. 12% of a typical non-fiction book!
- 33 high-quality and website-optimised images to bring the Insights to life.
Images are essential for boosting engagement whether you offer this content as written guides or blog posts – or as an educational slide deck for training your team or briefing prospective clients.
6. How does this license cost compare to creating content in-house?
If you have a highly skilled (and financial planning-qualified) writer in-house, they’d need between 45 and 90 hours of intense work to create finished Insights like this Uniqueness set.
They’d need to develop the ideas and research (and double-check) the facts from reliable sources.
Then, write and edit the content many times over – and source or develop the images.
This might take less (or more!) time, depending on how many drafts are needed before you’re happy with the result.
For example, I typically create 7 to 10 drafts of my Insights before I’m reasonably happy with them. Then, I submit the works for criticism from qualified professionals and consumers in the target audience group – and then edit them once or twice more.
Felicity Baker, a Doctor of Psychology with 20 years of Clinical experience, has checked these psychology-rich, consumer-facing insights. So you can be sure that the ideas are accurate and well-balanced.
Content creators (like authors and songwriters) work at different paces, and the pace varies between songs Insights, too.
Assuming you charge your writer’s time at the average adviser rate of £200 per hour (Source: Vouched For), these two Insights would cost you between £9,000 and £18,000 to create. So, I’ve assumed a midpoint of £13,500 here.
Double those estimates for a £400 hourly rate. Halve them for a rate of £100 per hour.
If you hired a professional writer to create this content, you might save 35% or more of those alternative ‘in-house’ costs provided that:
- The writer can create high-quality content faster than your in-house adviser
- The writer’s fees are less than your adviser’s – as they will likely be.
- The writer has a sound library of existing content (and creative ideas) on which to draw to create compelling bespoke content for you.
Just remember – you can (currently) save 97% on the estimated cost of in-house content creation – with these lifetime licenses.
And the updates come FREE!
So, this content, which took 90 hours of effort to create – costs the same as about 90 minutes of fee income for an average financial adviser.
This launch offer price is also 33% off the regular price – and is only available to a limited number of firms worldwide.
The offer will be withdrawn soon – so, if you feel your clients (or their family and friends) would value this series, please grab this lifetime license now.
Priced for smaller firms
The price shown is for firms offering financial advice, planning, or coaching and employing less than eight client-facing staff.
If your firm is larger than this or you offer other financial services, please e-mail to request a price quote for this license at hello@paulclaireaux.com
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