Insights
What is ‘Education-First Marketing’?
4th September 2025
What is ‘Education-First Marketing’?
4th September 2025A 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.
How much does a great Insight library cost?
27th August 2025
How much does a great Insight library cost?
27th August 2025This page is for owners of financial planning, advice, and coaching firms of all sizes. Getting to grips with these facts could: This is a 10 to 20-minute read, depending on your speed.
How many ways are you unique?
18th August 2025
How many ways are you unique?
18th August 2025When we recognise we’re unique, we stop wasting time looking for ready-made financial plans – from bloggers, influencers or the money pages of the Press. Instead, we focus on designing what we need – a plan for our unique circumstances and financial life goals. We are unique in many ways, as we’ll see, but we…
Should you pay for financial advice?
10th June 2025
Should you pay for financial advice?
10th June 2025If 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,…
What makes you financially unique?
8th June 2025
What makes you financially unique?
8th June 2025This is the second of two Insights on the many ways that each of us is unique – and why your understanding of this is key to planning your money.
How do YOU split the bar bill?
17th May 2025
How do YOU split the bar bill?
17th May 2025In this classic funny story, we learn the limits of (so-called) progressive tax systems.
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