How many ways are you unique
NEW to our services?
On this page, you’ll learn all about one of our lifetime licensable Insights: ‘How many ways are you unique’.
When you’re ready to license this Insight, we suggest you buy our ‘All Insights Pass’, which grants you the rights to use all our current and future Insights for a low monthly fee.
Check out the ‘All Insights Pass’ page when you’ve learned about this Insight.
Questions we answer here.
- What will your audiences (clients or prospects) learn from these Insights into human uniqueness?
- How could these Insights help your business?
- How evergreen (long-lasting) are these Insights?
- Where in the world can you use these Insights?
- What assets do you receive when you license these Insights?
- How does a one-off license cost compare to creating this sort of content in-house?
1. What will your audiences learn?
These Insights explain the many dimensions of our uniqueness and why this is key to designing a sound financial plan.
In the first Insight, we explore the non-financial factors that make us unique and explore the problems with personality labelling models that oversimplify who we are.
We share more robust tools for understanding our personalities, emotional styles, character strengths, and more!
In the second Insight, we focus more on how our unique financial goals and circumstances create a *need* for a unique financial life plan.
We also explore the happiness forecasting problem, which makes financial planning (and our working lives) unnecessarily hard. And yes, we offer two proven ideas for overcoming this challenge.
And, of course, throughout these Insights, we emphasise that your financial guidance is vital.
2. How could this Insight help your business?
To learn the 25 ways that ‘Education-First’ marketing helps firms like yours, head over here.
For now, be aware that by sharing compelling educational Insights, you can:
- Demonstrate your warmth and competence, which is proven to build trust.
- Generate enquiries for your services – while you get on with the day job.
- Improve consumer understanding and reduce other business risks, too.
- Cut or eliminate the high cost of ‘push’ marketing (adverts)
- Save yourself (and your clients) valuable time at the onboarding, planning, advice and review stages of your service.
In addition, you could enjoy two enormous benefits of sharing these ‘Uniqueness’ insights with your clients, their families and friends.
First, when people remember their uniqueness, they waste less time reading blogs or books from influencers (or the weekend money pages of the Press), looking for ready-made financial plans.
We’re all aware of the issues that arise when people seek that elusive ‘best’ financial plan or product.
These insights remind people that a sound financial plan is one that’s uniquely tailored to them, their circumstances, and their goals, for themselves and their loved ones.
Second, it now seems likely that we’ll see a raft of new (lower-cost) targeted support services.
And, unlike previous regulatory attempts to close the advice gap, this one should move the dial – because banks, pension schemes and D2C platforms will be able to use more limited fact finds to generate lower cost recommendations for “People Like You.”
So, there will be winners and losers from this regulatory change.
The good news is that it will introduce many people to advice for the first time. And that might encourage more enquiries for full advice!
But that will only happen if those people (and your existing clients) understand the limitations of the new (low-cost) targeted support services.
So, you’ll realise more opportunities (and reduce the threats to your business) if you remind people that there really is… “no one is like you.”
And that’s what these Uniqueness Insights aim to do.
Of course, this regulatory change is just another reason to bring consumers closer to YOU – to help them see the value of a full financial planning service.
And that’s what all our Insights aim to do.
3. How do you deploy these Insights?
Have you read these two Insights?
Have you shared them with non-experts – and did those people find them fascinating and valuable?
If you’ve not yet read them – start there.
What work is required to prepare these Insights for your website?
Very little!
You or your website designer only need to edit the Insight text to:
- Describe your role (planner, adviser, coach, wealth manager, etc.) in your preferred way.
- Describe your calls to action – in your preferred way.
- Remove external links to other websites – if you don’t want them.
- Remove internal links to related Insights – if you’re not offering those.
Instructions on these edits are included with the content pack you download when you purchase a license.
Do you need bespoke content for your business?
If you’d like to make significant changes to this content, book a meeting to discuss this before you purchase a license.
Image changes and minor edits to the text that do not affect the messages might be OK, but please check with me first if you want to change this content.
We spend an enormous amount of time researching and preparing these Insights – and they’ve been checked by highly qualified professionals.
So, these are not draft / error-filled texts – and we need to protect your and our reputations here.
Subject to my availability, I may be able to provide unique derivative versions of this content – but we’d need to agree on how we’d work together to create those pieces.
3. How evergreen (long-lasting) are these Insights?
All the messages in these ‘Uniqueness’ insights are Evergreen.
So, they should not be affected by changes in tax or interest rates, stock market movements or the winds of political or economic change.
Of course, we may update or refresh the Insights in the future, and we will make these available to all license holders free of charge.
4. Where in the world can you use these Insights?
These ‘Uniqueness’ Insights are written to help financial planners, advisers, and coaches engage with savers and investors – and those with other financial planning needs – worldwide.
In the future, I hope to partner with a qualified and experienced US-based financial planner to create a US-ready set of all my other Insights.
If that project interests you, please e-mail me at hello@paulclaireaux.com
5. What assets do you receive when you purchase a license?
After buying a license to use this content, you’ll receive an e-mail with a link to a folder containing:
- These two Insights of nearly 9,000 carefully crafted words – similar to c. 12% of a typical non-fiction book!
- 33 high-quality and website-optimized images to bring the Insights to life.
Images are essential for boosting engagement whether you offer this content as written guides or blog posts – or as an educational slide deck for training your team or briefing prospective clients.
6. How does this license cost compare to creating content in-house?
If you have a highly skilled (and financial planning-qualified) writer in-house, they’d need between 45 and 90 hours of intense work to create finished Insights like this Uniqueness set.
They’d need to develop the ideas and research (and double-check) the facts from reliable sources.
Then, write and edit the content many times over – and source or develop the images.
This might take less (or more!) time, depending on how many drafts are needed before you’re happy with the result.
For example, I typically create 7 to 10 drafts of my Insights before I’m reasonably happy with them. Then, I submit the works for criticism from qualified professionals and consumers in the target audience group – and then edit them once or twice more.
Felicity Baker, a Doctor of Psychology with 20 years of Clinical experience, has checked these psychology-rich, consumer-facing insights. So you can be sure that the ideas are accurate and well-balanced.
Content creators (like authors and songwriters) work at different paces, and the pace varies between songs Insights, too.
Assuming you charge your writer’s time at the average adviser rate of £200 per hour (Source: Vouched For), these two Insights would cost you between £9,000 and £18,000 to create. So, I’ve assumed a midpoint of £13,500 here.
Double those estimates for a £400 hourly rate. Halve them for a rate of £100 per hour.
If you hired a professional writer to create this content, you might save 30% or more of those alternative ‘in-house’ costs provided that:
- The writer can create high-quality content faster than your in-house adviser
- The writer’s fees are less than your adviser’s – as they will likely be.
- The writer has a sound library of existing content (and creative ideas) on which to draw to create compelling bespoke content for you.
Just remember – you can (currently) save 96% on the estimated cost of in-house content creation – with these lifetime licenses.
And the updates come FREE!
So, this content, which took 90 hours of effort to create – costs the same as about 2.5 hours of fee income for an average financial adviser.
Priced for smaller firms
The price shown is for firms offering financial advice, planning, or coaching and employing less than eight client-facing staff.
If your firm is larger than this or you offer other financial services, please e-mail to request a price quote for this license at hello@paulclaireaux.com
