Table of Contents

• I think we were 1st: with Geoff 2.0: The AI Instructor

• “Unlocking the Upside” Podcast: We are now 10 Episodes in!

• New Content: Now live

• Another write-up in The Entrepreneur Magazine: Ten tips for Agile Entrepreneurs for 2025

• Ok, we love this video….

• What have you missed?

• One month free?: Unlock Your Financial Potential

• Do you want to talk about training and consultancy?

• Are you not signed up?

Welcome back. It’s 2025! And what a year this could be. But I just wanted to take stock of where we are and, more importantly, where we are going.

2024: Building the Foundation Investment Analyst revolutionized financial education in 2024, launching a comprehensive platform with 3,500+ digital assets and 5,000 advanced analytical questions. We pioneered a 24/7 AI-powered instructor (I cloned me) through voice cloning and digital avatars while maintaining human connection through 70+ days of selective in-person training. Oh, and we launched our podcast!

I am convinced no better resource is available to advance your thinking than our InsightOne App. The question is, do you have the conviction to dedicate yourself to building a repeatable learning pattern? Build a micro-learning pattern. Compound it, and you’ll win.

2025: The Future is Now. As we enter 2025, we're positioned at the cutting edge of technological innovation. The convergence of Artificial General Intelligence (AGI), hyper-realistic avatars, and advanced voice synthesis will transform financial education and analysis. This isn't just evolution; it's revolution.

The message is clear: stay at the frontier or risk obsolescence. AGI's rapidly expanding capability to process real-world complexity reshapes financial analysis and education. For those ready to embrace this transformation, 2025 promises unprecedented financial technology and education opportunities.

Buckle up—the future of finance is accelerating, and theInvestmentAnalyst.com is leading the charge.

So, if there was any time to set up an account and take advantage of our free 30-day, all-access trial, it’s now. Even to play with the EdTech, we are developing. Sign up using the INSIGHTONE code for 30 days of free access to everything. Just hit this link.

Best wishes

Download the Apps:
Sign up using the INSIGHTONE code for 30 days of free access to everything.

I think we were first! 
Geoff 2.0. - The AI Instructor

Investment education faces a critical bottleneck: the scarcity of elite instructors. With perhaps 3-4 truly exceptional instructors globally, we confronted a crucial question: How do we scale wisdom that resides in so few minds?

Enter Geoff 2.0, our breakthrough solution. We've created an always-on investment mentor across our platform by digitizing my expertise and voice through AI. Whether you're on our InsightOne App or website, investment guidance pulled from Geoff Robinson’s underlying knowledge and supplemented by a tailored LLM is just one click away. Ask anything, anytime—Geoff 2.0 makes decades of investment wisdom instantly accessible to everyone.

Geoff 2.0 is only available on the Premium Plus tier, but you can try it out with a 14-day trial—sign up here.

“Unlocking the Upside” Podcast: We are now 8 Episodes in!

Our podcast's growing audience has shown us a real hunger for fresh market insights. Twice weekly, my co-host James and I dive deep into market events and opportunities that others might overlook.

We're not journalists—we're analysts who challenge conventional wisdom. Rather than echoing consensus views, we examine market dynamics through a contrarian lens, exploring overlooked angles and unconventional perspectives. Our topics may be eclectic, but they all share one goal: helping you see the market differently.

New Content: Now live

Click on the image to access the programs. Access is dependent on subscription.

Another write-up in The Entrepreneur Magazine: Ten tips for Agile Entrepreneurs for 2025

Drawing from a decade at UBS and several successful business exits, I bring a unique perspective on navigating entrepreneurial ventures and corporate innovation. While I don't label myself an entrepreneur, my experience spans startups and Swiss banking, revealing universal principles for organizational agility. I recently shared these insights in Entrepreneur Magazine, outlining key strategies that apply whether you're launching a startup or driving change within a large institution...

Have a read if you get a chance: link

Ok, we love this video….

What have you missed? 3,000+ digital assets: Highlights from the back catalog

Now that we’ve built a pretty extensive portfolio of digital assets, we can explore the vault and highlight a few programs you might have missed.

One month free?: Unlock Your Financial Potential

Haven't explored our platform yet? Here's your chance to access the world's most comprehensive financial knowledge:

• 3,000+ curated digital assets

• 4,000+ interactive questions

• Cutting-edge EdTech

• Structured learning paths

• iOS and Android apps for mobile learning

• 100% analyst-curated content with #1 ranked pedigree

In today's financial landscape, average knowledge isn't enough. What you don't know can be your biggest liability. We're the choice of elite institutions worldwide, and now we're offering you the same advantage.

Ready to elevate your expertise? Use this exclusive code for a FREE month of our premium subscription. Don't just keep up—stay ahead.

Invest in yourself. Your future self will thank you.

Feel free to share this code. Our mission: Show you what you're missing out on!

INSIGHTONE

• Use the INSIGHTONE code

• Click this link

• Sign up and enter the discount code (INSIGHTONE)

• Click Redeem

• Then download the App (iOS or Android) and get going anywhere.

We’ve also put together a punchy video of the InsightOne platform - no chat - just some flash graphics and music showing off InsightOne at its best. If you have 100 seconds, take a look at this short video:

So, I think we are doing the right stuff. I know I can’t and don’t think of everything, so let me know if you have any ideas or feedback. I’m on [email protected].

Have you not downloaded the Apps yet?

The InsightOne App is live and available for download on the App Store and Google Play. Click on the images, and we will take you to the relevant App Store.