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PREMIUM

A monthly membership with the best tools and resources for financial advice firms.

Membership Directory

The tools & resources below have been developed to help you engage more meaningfully and efficiently with the families you serve.


 
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Uncommon Sense Newsletter

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

Ready to send. Use as you wish using your existing email software.

 
 
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Client Scripts

An organised, well-written, collection of communications you can send to your clients. Use as is, repurpose, or be inspired.

Remember, words are weapons in this business.

 
 
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HUM Event Presentations (Past & Future)

Access to all 79 presentations from the 7 HUM events held to date. The average speaker score at a HUM show is 8/10.

All presentations are available in video and podcast format. There’s more to come!

 
 
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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.

 
 
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Curated Podcast

A private podcast feed where we’ll add 5 to 10 of the best podcasts we listen to every month.

We’re really excited about this.

 
 
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Adviser Insights

A collection of short videos to inspire how you engage with clients.

 
 
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Branded Documents

Documents to help you convey concepts in a simple manner.

We’re excited about building this out.

 
 
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Discounted Tickets to HUM Events

Members get a 20% discount to all future HUM events.


Join HUM Premium Now

£99 (+vat for UK firms) per month. No tie-ins, cancel without notice.

To get your first month’s membership for £1, use coupon code OPTIMISM on the payment page.