Insights
Six ways to rate a content creator? (Part 3)
2nd July 2026This (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)
2nd July 2026
Six ways to rate a content creator? (Part 2)
2nd July 2026This (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)
2nd July 2026
Six ways to rate a content creator (Part 1)
2nd July 2026This (10-minute read) is one of three Insights for owners of Financial Planning/Advice firms, covering six tests for rating the services of a content creator or supplier.
Does your firm make a clear client promise?
9th June 2026
Does your firm make a clear client promise?
9th June 2026Does your firm make a clear client promise? And is it helping you stand out from the crowd? Your ideal clients are making a decision about your firm in seconds. What are they hearing? And can everyone in your firm — and your professional introducers — give the same answer? Here’s a quick test. Ask…
Does your content need a good SCAN?
10th March 2026
Does your content need a good SCAN?
10th March 2026On this page, you’ll learn about a valuable NEW content scanning service The service is designed primarily for financial planning/advice business owners offering educational Insights on Money (and Money Psychology) topics. However, it could also help you if you offer other professional services in this or other sectors. The aim is simple: to help you…
Need more *BANGS* for your marketing bucks?
28th October 2025
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.
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