Insights
Need more *BANGS* for your marketing bucks?
28th October 2025This 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?
28th October 2025
How could you build a great financial education program?
28th October 2025In 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…
How much educational content is enough?
28th October 2025
How much educational content is enough?
28th October 2025This 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)
17th September 2025
Six ways to rate a content creator? (Part 3)
17th September 2025This (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)
5th September 2025
Six ways to rate a content creator? (Part 2)
5th September 2025This (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
Six ways to rate a content creator (Part 1)
5th September 2025
Six ways to rate a content creator (Part 1)
5th September 2025This (10-minute read) is one of three Insights for owners of Financial Planning/Advice firms, covering six tests for rating the services of content creators or suppliers.
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