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6 Investment questions to ask your adviser

And the stock answers you really must challenge

6th May 2020 6 questions to ask PCC

6 Investment questions to ask your adviser

And the stock answers you really must challenge

6th May 2020
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In this Insight, I’ll share 6 essential questions for you to ask your adviser/wealth manager if you want to have a meaningful conversation about your investments. You can also use these questions when employing an adviser for the first time, or if you change your current one. There’s a lot of content in here: Time…

Why there’s no F in change

and why we need (a bit of) discomfort to achieve that.

22nd October 2019 Leaping for change

Why there’s no F in change

and why we need (a bit of) discomfort to achieve that.

22nd October 2019
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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 stuff worth reading

and do something worth writing about

14th October 2019 Franklin not be forgotten when you're dead and rotten

How to write stuff worth reading

and do something worth writing about

14th October 2019
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In this second in a series of Insights on writing (for financial advisers and product providers), I’ll explore how you can achieve both of Franklin’s goals by writing just one series of articles. Also, for anyone happy to forego the ‘fame’ opportunity, I’ll look at the minimum goals you’ll want to set for your client-facing…

Throw away your dream board

and visualize the right thing

18th September 2019 Voodoo dream boards

Throw away your dream board

and visualize the right thing

18th September 2019
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A lot of personal coaches will tell you that to boost your chances of success on your biggest life goals, you need to imagine yourself having achieved that goal. Many will also suggest that you create a dream board (aka Vision Board) with colourful pictures of everything you want, or believe you will become, to…

Master your money

and free up your life

16th April 2019 learn about money

Master your money

and free up your life

16th April 2019
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So, why would you bother learning to master your money? After all, if you hit a snag (which we all do, from time to time) you can simply ‘Google’ the answer… and everything will be fine, right? Well no, Google can’t help here… and it’s worth knowing why because it’s the biggest reason we all…

Get your teenagers flying

teach them to invest *early* in themselves

2nd April 2019 Teenagers flying

Get your teenagers flying

teach them to invest *early* in themselves

2nd April 2019
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On this site, and in my book, ‘Who can you trust about money?’ I focus on ideas to help you achieve more of what matters to you – for yourself or your loved ones. Here I want to share one simple but powerful idea (with many applications in life) which could help any teenager make…

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