The All Insights Pass

This NEW ‘All Insights Pass’ enables you to use all of my current and future (licensable) money Insights in your business – in exchange for a low monthly payment.

All content maintenance (updates and upgrades) for this growing Insights library is also included.

So, this ‘Pass’ works like a rental agreement. You can use all these Insights in your business as long as your subscription continues.

Offer great Insights for a minimal price

This NEW ‘All Insights Pass’ is the best way to try out my proven money lessons with your audiences.

Currently, there are eight foundational lessons, some of which comprise a series of Insights.

The lesson titles, with the number of Insights and wordcounts, are listed here:

1. Should you pay for financial advice, and what’s a fair price? (1 Insight / 3,400 words)
2. How could you create a financial plan – in seven awesome steps? (3 / 8,000)
3. How do you choose the right boxes for your money? (4 / 10,000)
4. How much investment risk is right for you – on each of your life goals? (3 / 5,400)
5. Why financial planning is not common sense – and why that’s a good thing! (2 / 5,000)
6. Ten reasons we don’t talk about money – and how to overcome them. (2 / 5,700)
7. Who might be happy after a stock market crash, and who might be seriously upset? (1 / 2,600)
8. How many ways are you unique? And why is this the key to planning your money? (2 / 9,000)

These money lessons comprise over 50,000 words and more than 160 high-impact images.

But this is just the start, and I plan to add many more lessons over the next two years, as shown here.

Big discounts for early joiners on this NEW service

I’m launching this NEW All Insights Pass for just £80 per month for a limited period or limited number of firms – whichever comes first.

The price (for future new subscribers) will increase by 50% or more when the library is 50% to 100% bigger than it is now, which means they will also get a great deal.

I’m just giving early adopters an absurdly good deal now.

Once you’re subscribed, your monthly costs will:

• Not increase at all before January 1 2031.
• Never increase in real (inflation-adjusted) terms.

How can you access and use these Insights?

After you purchase the pass (from the link at the base of this page), you’ll be directed back to the content shop, where (instead of prices) you’ll see ‘Download’ buttons under every content product.

You can then download the text and image files for any Insights you wish to use in your business – whenever you like.

Click here if you’re ready to start.

As with all my licenseable money Insights, you are free to:

• Offer the Insights in multiple formats: blog posts, presentation slide decks, videos, or PDF guides as downloadable lead magnets.
• Apply your firm’s formatting style, colours, logo, etc.
• Describe your role (planner, adviser, coach, wealth manager, etc.) in your preferred way.
• Add your own ‘call to action’ messages to direct readers to seek your help in your preferred way – via telephone, e-mail, chatbot, or enquiry form.
• Change the images to your house style if you prefer, provided this doesn’t change the messages.
• Remove any links to related Insights if you don’t wish to offer those.
• Add any regulatory warnings your compliance manager deems necessary *.

* Shall we talk about compliance?

* My licensed consumer-facing insights are accurate, balanced (neutral) and generic educational content.

They do not contain any recommendations to buy, sell or otherwise transact in any financial product. And the reader is encouraged to seek professional guidance when needed.

So, you could think of all these Insights as stepping stones to your services.

These Insights should therefore be exempt from the need for compliance approval.

However, I know compliance managers’ views vary! So, please check with yours and add warnings if you feel you need to.

Instructions on how to prepare these Insights for use in your business are included with each pack you download.

Do you need more “custom-made” content?

If you believe you’ll want to change this Insight, please book a meeting to discuss your content needs before purchasing a license.

Image changes and minor text edits that do not affect any message may be OK, but please check with me first if you want to change this content.

I spend an enormous amount of time researching and preparing these Insights, and they’ve been checked by highly qualified professionals, including a Doctor of Psychology on money mindset Insights.

So, these are not draft texts. And I’m keen to protect your and my reputation by maintaining the integrity (accuracy and balance) of this content.

I’m happy to discuss working with you to create custom-made works, including unique derivative versions of any licensable Insights I offer now—or have planned for the future.

Derivative works give you the best of both worlds. The insights are tailored to your needs and ideas, but you still save 50% to 85% on the cost of creating similar content in-house.

Here’s how we work together to create these works:

If these unique derivative Insights are of interest, let’s meet online to explore how we’ll work together. 

Click here to book a meeting

What happens if you cancel your subscription?

The NEW ‘All Insights Pass’ gives you the rights to use all my current and future licensable content – with free updates – as long as your payments continue. So, those rights end if your payments stop.

And this ‘Pass’ works this way for two reasons:

First, it would be unfair to firms paying full price for lifetime licenses if I allowed continued use of my whole library after one or two monthly payments!

Second, if you stop payments, you lose the update service. So, the content you hold could become outdated over time and possibly misleading, creating risks to both our reputations.

Just bear in mind that this All-Insights Pass is my best-value content service.

It’s designed to help you offer a growing library of high-quality, engaging Insights on money (and money psychology) questions to your audiences, for a minimal ongoing cost.

If you cancel your ‘All Insights Pass’ in error, you can reactivate it before the next payment due date—or on such date as we agree.

How *could* you use these insights if you cancel?

Don’t worry, I’ve got you covered here, too.

If you subscribe to the ‘Pass’ for some time, you’ll likely try out various money insights – and discover that some of these resonate particularly well with your audiences.

So at some point, you may want to stop paying for access to my entire library and use only those popular lessons in your business.

And at this point, you can buy any number of (Lifetime) licenses on my Insights at a discount to the published prices.

The percentage discount is based on the time you held the All-Insights Pass before cancelling it – as shown in this table:

This example should bring this to life

Let’s say you use my All Insights pass for 2 years. And, during that time, you try out, say, 30 money lessons with your audiences.

You then cancel your subscription and purchase lifetime licenses on, say, ten lessons that worked best for your business.

Now, if we assume those lifetime licenses cost £500 each, you’d pay £5,000 for the 10 you want, but with your 40% discount, you’ll save £2,000.

You’d then have access to the Insights you want for the life of your business, with FREE updates.

And the discount on those new lifetime licenses will, in this example, wipe out the two years of subscription costs for the All Insights Pass!

So, I hope you can see that I’ve taken great care to design this pricing model around YOU.

I want to make it as easy as possible for you to try out all my content for as long as you like. And then enjoy great terms on lifetime licenses if you want to continue using any of the Insights later.

Most importantly, from your perspective, those future discounts are guaranteed – because they’re written into your license agreement.

Sound good?

Which content service is best for you?

This chart outlines your cost options to build a library of content that establishes your firm (or maintains your position as) a ‘go-to place’ for answers to vital (consumer) money questions.

These are realistic estimates for building a library of carefully researched, top-quality, engaging, and image-rich Insights.

The time costs for creating these works (in bars 1 and 2) are based on my experience of creating around 500,000 words’ worth of content.

And my estimate of your in-house costs assumes average (effective) adviser earnings of £200 per hour, as noted in VouchedFor research.

If your (effective) earnings rates differ, adjust the estimate in bar 1.

Would you like to chat and explore your options?

That’s fine, I’m happy to chat via a video call. My only interest is in helping you share great educational Insights with consumers.

I could still help you, even if you decide to work with another content creator or supplier.

First, I could provide a written independent report on the writing and visual style of your current signature insights.

Second, I could help you write a 20-point plan to build or enhance your educational program.

So, if any of these ideas interest you, message me on LinkedIn or book a slot in my diary here.

Ready to start?

Of course, if you know my NEW All Insights Pass is perfect for your business, click below.

You can start using this content to attract, engage and retain more clients today.

And please remember that the price for this pass is only going up from here.

£80.00 – Purchase Checkout Added to basket

Billed once per month until cancelled

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