Achieving more

How much educational content is enough?

What do you need for success in content marketing?

How much is enough. Paul Claireaux

How much educational content is enough?

What do you need for success in content marketing?

This is the first of three posts for owners (and marketing managers) of financial planning and advice firms. In this series, you’ll learn why a great consumer-facing educational library could cost £100,000 to £200,000 over time. And I’ll show you exactly how to eliminate most of those costs and the work (for you) that typically goes…

Six ways to rate a content creator? (Part 3)

Do they expand your Insight library, and are their fees fair?

How to rate a content creator. Part 3. Paul Claireaux

Six ways to rate a content creator? (Part 3)

Do they expand your Insight library, and are their fees fair?

This (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. 

What is ‘Education-First Marketing’?

And why is it KEY to business success now?

School children. Hands up. Paul Claireaux

What is ‘Education-First Marketing’?

And why is it KEY to business success now?

A 10 to 20 minute read, depending on your speed. In this Insight, I’ll explore why leading firms (in all professional services) now take an education-first approach to marketing. And we’ll see why this is crucial to your firm’s long-term success, regardless of how you obtain enquiries for your services.

Should you pay for financial advice?

And if so, what's a reasonable price?

Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

If you’re considering working with a financial coach, planner, or adviser and are concerned about the potential cost, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, it’s quite a long read, but we believe everyone needs to understand the (various) answers to this question. After all,…

Why financial planning is not common sense.

and why that's a good thing.

Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

and why that's a good thing.

A 10 to 20-minute read – depending on your speed. Most of us look for common-sense answers to various questions in life. In this Insight, we’ll explore why that is often a bad idea, particularly when it comes to money. Of course, common-sense answers to simple questions can be helpful. But with complex questions (like…

How to build an awesome financial plan.

And map it out on one sheet of paper.

Seven Steps. Paul Claireaux

How to build an awesome financial plan.

And map it out on one sheet of paper.

A 10 to 20-minute read, depending on your speed. The shocking thing is that almost no one knows how to design a financial life plan. Yet, there’s a widely agreed-upon (and life-changing) approach to this challenge that can help you regardless of where you live, your age, or your level of wealth. So, in this…

Why is financial planning a secret?

And what could this mean for you - and your loved ones?

Why is this a secret. Shocked. Paul Claireaux

Why is financial planning a secret?

And what could this mean for you - and your loved ones?

This is the first of three Insights in which we’ll reveal the biggest secret in personal finance – how to design a great financial plan. Later in this series, we’ll outline the (widely agreed) financial planning process in seven (A.W.E.S.O.M.E.) steps that you can use regardless of your age, income, wealth or wherever you live…

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