HUM PREMIUM

We create, you deliver.

A monthly supply of content to help you communicate consistently with clients and prospects. The result? Time saved for you & engaged clients.

10 Days, 10 Visuals, 10 Market Lessons

Enter your details below, and we’ll send you one visual a day with an important market lesson.

HUM Premium Features

1. The Uncommon Sense Newsletter

Our flagship monthly client newsletter, packed full of content and an original essays. Helping you to nurture stronger long term client relationships.

Our newsletter is available as a text version for you to copy into your email software & as a beautifully-designed ready-to-send PDF.

Example text-version

Example PDF version

Need help with sending a newsletter? Here’s our step-by-step guide to using our preferred email provider, Convertkit.

2. Monthly Markets Visuals

Updated monthly, we have four visuals that help you to set realistic market expectations with clients. The visuals contrast short-term and long-term returns, visualise volatility, teach about historical bear and bull markets, and help to explain the importance of defeating inflation.

Visuals produced for UK, USA, Ireland, Australia, South Africa & Canada.

3. Client Essays

Client-friendly essays aimed at clients and prospects, written by advisers.

Two new essays per month. A selection of these essays may be used to produce public blog content.

Plus you get access to the full archive of essays.

4. Adviser Documents

Client-friendly scripts aimed at addressing specific themes and concepts to be in used one-to-one communications with clients.

A new document every month.

Plus you get access to the full archive of documents.

5. Branded Visuals

Visuals to help you convey concepts in a simple manner.

We’re happy to brand with your logo. One new visual added per month.

Plus you get access to the full archive of visuals.

6. Sketches

Sketches to help you convey concepts in a simple manner. One sketch produced for every essay written.

Plus you get access to the full archive of sketches.

7. Guides

Longer documents to help educate clients.

Plus you get access to the full archive of guides.

8. Videos

Professionally designed videos to make a great first impression. Videos are custom-branded for your firm for a fee and licensed for use on your website.

See our current videos here

9. Adviser Insights

Short videos to inspire how you engage with clients.

10. Resource Vault

A curated list of the best financial adviser content from around the web, sorted by category.

The folder you never quite got round to sorting out. Leave it to us.

11. Curated Podcast

A private podcast feed where we’ll add our 5 favourite podcast episodes of the month.

HUM Premium Pro members have access to the full archive library. Use what you need, when you need it.

Pricing Plans

HUM Premium LITE

£99

+vat pm

✅ Two client essays per month

✅ Two sketches per month

❌ NO monthly market visuals

❌ NO visuals

❌ NO adviser documents

❌ NO Guides

❌ NO access to past HUM conference videos

❌ NO access to the content archive

HUM Premium PRO

£129

+vat pm

✅ The Uncommon Sense Newsletter content

✅ Market visuals updated with month-end data

✅ Two client essays per month

✅ One visual per month (branded on request)

✅ Two sketches per month

✅ One adviser document per month

✅ Access to our library of adviser insights, HUM event videos, adviser resource vault & curated podcast feed

✅ Full access to the content archive

(For firms with more than 10 employees, kindly contact us via email to receive a customized quotation)

Use coupon code OPTIMISM on the payment page to get your first month for only £1

[HUM Premium PRO only]

HUM Premium
Full-Service

£799

+vat pm

✅ Everything from HUM Premium Pro

➕ We’ll manage your newsletter distribution.

Join our growing list of members from 14 countries around the world

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What Our Members Are Saying

  • "What great content! I’ve been working on our marketing and specifically newsletters, and loved the Feb content this month (how will AI change the world was a highlight!)"

  • "First run of the newsletter was amazing in January – I got loads of feedback from clients!"

  • "Loving the content… have been sharing it with my team and they all like it too."

  • "I love HUM Premium especially the Uncommon Sense newsletter and the visuals."

  • "Using your stuff has added more depth to the conversation and I am never short of a topic. I get loads of engagement anyway but this has increased since signing up. Very happy so far and thank you for your hard work."

  • "We’ve all been using the graphics in client meetings and the first newsletter has been well received by clients. It’s given us a boost and something new to discuss/present to out clients at a time when we’re flagging a bit."

  • "My reason for moving was that I like your content much more than theirs which is pretty bland financial services stuff…"

  • "Keep up the great work! I am going to use all the graphics with clients in meetings, they are perfect!"

  • "These visuals are good – used them a few times already!"

  • "Loving the new Adviser Documents… brilliantly worded."

  • "I’ve always loved visuals for use with clients and these are fabulous."

  • "Great email this month by the way, just what I was planning to write anyway as a keep calm and stay invested email, so has saved me a few hours this week "

  • "I really love the graphs and visuals you do and think they are really helpful to explain why I am constantly trying to articulate to clients!!"

A Few Examples

FAQS

  • Yes, sign up using coupon code optimism to get the first month for only £1.

  • Absolutely - we have members from 14 countries. Our content discusses universal financial planning, investment, and behavioural finance themes. We produce country-specific visuals for a few of our monthly visuals. Join for a £1 trial to see if it works for you.

  • No, cancel easily whenever you want.

  • No. One account per firm. We’ll send the content to all your team members

  • Yes, graphics can be self-branded for private use with clients and prospects. Any public use needs to use the HUM branding. This is to protect all members.

  • Our preferred mechanism for distributing the newsletter content and client essays is through a private newsletter. This is to protect all members.

    However, a section of our client essays has been marked as PUBLIC - you are welcome to use these essays to produce public blog content.

  • Yes. If you have an idea for content your clients would be interested in, we’ll add it to our list for consideration.

  • Our content focuses on the themes that lead to better client behaviour, and therefore better long-term outcomes. Regularly consuming our content will lead to more informed clients.

Pricing Plans

HUM Premium LITE

£99

+vat pm

✅ Two client essays per month

✅ Two sketches per month

❌ NO monthly market visuals

❌ NO visuals

❌ NO adviser documents

❌ NO Guides

❌ NO access to past HUM conference videos

❌ NO access to the content archive

HUM Premium PRO

£129

+vat pm

✅ The Uncommon Sense Newsletter content

✅ Market visuals updated with month-end data

✅ Two client essays per month

✅ One visual per month (branded on request)

✅ Two sketches per month

✅ One adviser document per month

✅ Access to our library of adviser insights, HUM event videos, adviser resource vault & curated podcast feed

✅ Full access to the content archive

(For firms with more than 10 employees, kindly contact us via email to receive a customized quotation)

Use coupon code OPTIMISM on the payment page to get your first month for only £1

[HUM Premium PRO only]

HUM Premium
Full-Service

£799

+vat pm

✅ Everything from HUM Premium Pro

➕ We’ll manage your newsletter distribution.