Book Review: The Psychology of Money by Morgan Housel

I picked up this book after watching Morgan Housel in conversation with Steven Bartlett on The Diary of a CEO. Steven said it changed his life – and after reading it, I can see why. Watch it here.

What struck me most is how Housel brings a human lens to something we usually treat as purely numbers-driven. One of the book’s central themes is how luck and risk play a far bigger role in success (and failure) than we like to admit. It’s a humbling reminder that we’re not always in control – and that’s OK.

The other big idea is compounding. Not just in money – although there are brilliant examples of that – but in careers, relationships, reputation. Small actions done consistently over time can produce extraordinary results.

It’s a short, easy read but genuinely thought-provoking. The kind of book that shifts how you think, not just what you do. It’s earned its place on my bookshelf.

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I have absolutely no hesitation whatsoever in giving Julian Mills five stars for his work. .

Celia Gaze - The Wellbeing Farm
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HighLevel Events & Tickets: An Eventbrite Alternative Built Into Your CRM

If you run workshops, seminars, networking meetings, training sessions or other events, there is another reason to take a look at HighLevel. HighLevel now includes Events & Tickets, bringing event management and ticketing directly into the platform. You can create online or in-person events, offer free or paid tickets, create Early Bird and VIP ticket options, take registrations, manage attendees and even scan QR code tickets with your phone as people arrive. But for me, the really interesting bit is that this isn’t another standalone piece of event software. Events & Tickets sits inside the same HighLevel system you can already use for your CRM, email marketing, SMS, WhatsApp, payments, websites, automations and sales pipelines. What is HighLevel Events & Tickets? Events & Tickets is HighLevel’s event management and ticketing functionality. You can create a public event page and choose whether people need to purchase a ticket or simply RSVP. Events can be online or in person, so it could be used for everything from an online workshop or webinar through to a networking event, seminar, conference or live performance. For ticketed events, you can create multiple ticket types, including both paid and free tickets. You can control the price, number of tickets available and exactly when each ticket goes on and off sale. HighLevel also supports coupon codes, event schedules, speakers, attendee notifications and QR code check-in. In other words, this isn’t simply an event registration form. It is a proper event ticketing system. Different ticket types, including Early Bird tickets You don’t have to sell every ticket at the same price. HighLevel lets you create multiple ticket types, each with its own price, quantity and sale period. For example: Early Bird . £25, available until 31 August General Admission . £35 VIP . £75 Guest / Speaker . Free That means you can use Early Bird pricing to encourage people to book sooner. You could make the Early Bird ticket available until a particular date or limit it to a certain number of tickets. Once the sale period ends, that ticket is no longer available for purchase. You could therefore offer the first 50 places at an Early Bird price before moving everyone onto General Admission. HighLevel also supports event-specific coupon codes, giving you another way of offering promotional pricing. What could you use Events & Tickets for? There are plenty of possibilities. Paid workshops and seminars Let’s say you run a business workshop for 50 people. You can create the event, publish the event page and offer Early Bird and General Admission tickets. People register and pay online. As the event approaches, you can communicate with attendees and send reminders. When people arrive, their ticket contains a unique QR code. Open the HighLevel mobile app, scan the QR code with your phone and the attendee is checked in. No printed attendee list and no separate check-in application required. Business and networking events Perhaps you organise a monthly networking meeting. You may not want to charge anything at all. Create a free RSVP event, allow people to register and keep track of who is attending. You now also have their contact information inside the same system you use for your marketing and CRM. Online workshops and webinars Events don’t have to take place at a physical venue. You can create an online event and provide attendees with the meeting link and joining instructions. That makes Events & Tickets potentially useful for webinars, demonstrations, online training and virtual workshops. Conferences and larger events For something more substantial, you can add schedules and speaker information to your event. You could then have several ticket levels, such as Early Bird, General Admission and VIP, while limiting the number available at each level. Classes and special events There are lots of other possibilities. Training days, open days, product launches, customer events, live performances, conferences and one-off classes could all potentially be managed through Events & Tickets. Your phone becomes the ticket scanner This is one of the features that makes the module feel like a proper event ticketing system. For in-person events, attendees receive a ticket containing a unique QR code. When they arrive at the venue, you can use the HighLevel mobile app to scan their ticket and check them in. If somebody can’t find their ticket, you can also find them on the attendee list and check them in manually. HighLevel can flag tickets that have already been checked in or that belong to a different event. So for an in-person workshop, seminar or larger event, your phone effectively becomes your ticket scanner. Free events as well as paid events Ticketing doesn’t automatically mean you have to charge. HighLevel supports both paid ticketed events and free RSVP events. You can also have free ticket types. This is important because businesses run events for very different reasons. Sometimes the event itself is the product and you want to make money from ticket sales. Other times the event is part of your marketing. You might run a free seminar because you know that a percentage of the people attending will subsequently become customers. Or you might want to give complimentary tickets to speakers, sponsors or VIP guests while everyone else purchases a ticket. HighLevel gives you flexibility around how you structure that. Your attendee is already in your CRM This is probably the biggest advantage of having Events & Tickets inside HighLevel. An event doesn’t really start when somebody walks through the door. There is a complete customer journey. Someone discovers your event. They register. They may purchase a ticket. They need confirmation. They may need reminders. They attend. You might want to follow up afterwards. Perhaps you want to invite them to another event. Or perhaps attending the event is actually part of a wider sales process. Because the event functionality sits alongside your CRM and marketing tools, you can start thinking about the complete journey: Registration → Confirmation → Reminders → Event → Follow-up → Next Offer For many Read more…
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🎓 HighLevel Live Training Workshop #3 : Calendars & Appointments – 24th November 2026

We’re continuing the MarketerM8 Live & Updated HighLevel Workshop Series next week with a session that’s all about taking control of your diary and making it easy for leads and clients to book time with you. This week’s workshop: Calendars & Appointments in HighLevel📅 Live on Tuesday {{custom_values.63__calendars_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users who want to simplify their booking process and reduce no-shows💸 Free for all HighLevel users If you’re still chasing leads via email or juggling back-and-forth messages to book a call, this session is for you. You’ll learn how to:✅ Set up personal and team calendars inside HighLevel✅ Create booking links that work like Calendly (without the extra cost)✅ Automate appointment confirmations and reminders✅ Use booking forms to qualify leads✅ Connect appointments directly to your sales pipeline No more “Are you free Tuesday at 3pm?”Just smooth, automated bookings — and fewer no-shows. ✅ Already registered? Check your inbox for your Zoom link✅ Not booked in yet? Grab your free spot here: Click to register 📚 Want to see what’s coming up in the full 13-week training series?👉 View the full workshop menu here Let’s make your calendar work harder — so you don’t have to. See you there?
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🎓 HighLevel Live Training Workshop #2 : Simple Email Marketing – 17th November 2026

We’re back for Week 2 of the MarketerM8 Live & Updated HighLevel Workshop Series — and this one’s all about getting your first emails out the door (and getting replies). This week’s workshop: Simple Email Marketing (Campaigns)📅 Live on Tuesday {{custom_values.62__simple_email_marketing_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users who want to start sending professional email campaigns without overwhelm💸 Free for all HighLevel users This session is perfect if you want to:✅ Create your first email campaign inside HighLevel✅ Understand the difference between campaigns and workflows✅ Learn the basics of tagging, segmentation, and list management✅ Avoid common mistakes that land your emails in spam✅ Write emails people actually want to read (and reply to!) 💡 Bonus: We’ll also show you the “3-Line Email Challenge” — a proven, ultra-simple format to get responses fast. You’ll write one live, send it out, and watch what happens. ✅ If you’re already registered, check your inbox for the Zoom link✅ Not booked in yet? You can still join us — click here to register now 📚 Want to see what’s coming up next in the series?👉 View the full 13-week workshop menu here Let’s get your first campaign live — and make it one that converts. See you there?
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HighLevel Ask AI Chrome Extension: Stop Asking Questions. Start Giving It Jobs

HighLevel’s Ask AI is becoming considerably more interesting. And with the LeadConnector Ask AI Chrome Extension, you can now have HighLevel’s AI assistant available while you’re working in your browser. At first glance, you might think: “So what? It’s another AI Chrome extension.” But I think that misses what makes Ask AI interesting. Yes, you can ask it to research something, summarise a webpage, explain something or help write an email. But Ask AI is increasingly able to actually help you use HighLevel. Sometimes it can do the work itself. Sometimes it can investigate a problem and fix it. And when it can’t complete something itself, it can guide you through what you need to do. I’ve already seen this happening with real HighLevel problems. And I think it changes how we should think about using AI inside HighLevel. Rather than simply asking Ask AI questions, we should increasingly start giving Ask AI jobs. What Is the LeadConnector Ask AI Chrome Extension? Ask AI is HighLevel’s built-in AI assistant. HighLevel has been steadily increasing what Ask AI can do. It isn’t simply there to answer questions or generate text. Ask AI is increasingly able to interact with HighLevel itself and help users perform tasks. The LeadConnector Ask AI Chrome Extension takes that concept outside the normal HighLevel interface and makes Ask AI available while you’re working in Chrome. That’s important because a huge amount of what we do doesn’t happen directly inside our CRM. We might be looking at: Our own website A customer’s website A prospect’s website Technical documentation Supplier websites Online applications Industry websites Competitors Other browser-based business software Instead of constantly jumping between what you’re looking at and HighLevel, Ask AI can increasingly sit alongside you. But researching webpages is only the beginning. A Simple Example: A Font That Was Driving Me Mad Here’s a real example from my own HighLevel account. I had a problem with one of my HighLevel funnel pages. The font in the navigation section was wrong. I’m pretty savvy when it comes to building websites and funnels. I understand HTML and CSS, and I’ve built enough websites over the years to normally be able to figure these things out. But I couldn’t solve this one. It was one of those little niggles that wasn’t business critical, but every time I looked at the page it annoyed me. So I asked Ask AI. I simply gave it the URL and asked it to analyse the page and work out what was causing the problem. It visited the page, analysed it and identified the issue. But this is the bit I found particularly interesting. Once it had identified the problem, it gave me a choice. It could either fix the problem itself, or it could give me instructions so I could fix it manually. A problem I’d spent time trying to diagnose myself had suddenly become a conversation with an AI HighLevel expert. And a real niggle was solved. That, to me, is far more interesting than asking AI to write another email. From “Tell Me How” to “Do It For Me” This is the change I think HighLevel users need to understand. We’ve become accustomed to asking AI questions. You might ask: “How do I change the navigation font on a HighLevel funnel?” The AI gives you some instructions. You then go into HighLevel, find the appropriate settings and make the changes yourself. That’s useful. But we’re moving towards something different. Instead, I was effectively able to say: “There’s something wrong with the font on this page. Can you find out what’s causing it?” The AI investigated the problem. Then it offered to fix it. That’s a completely different experience. We’re moving from: Ask AI → Get instructions → Do the work towards: Ask AI → AI investigates → AI does the work And when Ask AI can’t do everything itself, it can fall back to showing you what to do. That distinction is important. Another Practical Example: Creating a HighLevel Workflow Workflows are another area where I think this becomes extremely useful. HighLevel workflows are incredibly powerful. They’re also one of the areas where new HighLevel users can quickly become overwhelmed. You might have: Triggers If/Else conditions Wait steps Emails SMS messages WhatsApp messages Opportunity updates Internal notifications Tasks Multiple branches Rather than starting with: “How do I create a HighLevel workflow?” we can increasingly start by giving Ask AI the outcome we want. For example: “When somebody completes this quote form, I want an opportunity created in the New Enquiry stage, an email sent immediately, a text message sent five minutes later and the salesperson notified.” You’re not asking for a lesson about workflows. You’re giving Ask AI a job. Ask AI can then help create the workflow and configure the individual steps it is able to control. And that potentially makes quite a complicated part of HighLevel considerably more accessible. But What Happens When the Workflow Doesn’t Work? This is possibly even more useful. Anyone who has built complicated HighLevel workflows will know the feeling. Everything looks right. But something isn’t happening. Perhaps contacts aren’t receiving an SMS. Perhaps an opportunity isn’t moving stages. Perhaps an If/Else branch isn’t behaving as expected. Perhaps the contact is sitting at a Wait step and you can’t work out why. You can spend ages opening actions and checking settings trying to find the problem. Now imagine asking Ask AI: “This workflow should send an SMS five minutes after the form is completed, but the SMS isn’t being sent. Can you analyse the workflow and find the problem?” Ask AI can help investigate the setup. Perhaps there’s an incorrect condition. Perhaps the workflow is waiting for something that never happens. Perhaps the contact doesn’t meet one of the filters. Perhaps the SMS action is sitting inside the wrong branch. Perhaps there’s simply a configuration setting you’ve overlooked. Then we get back to the same principle as my funnel page. Where Ask AI can Read more…
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HighLevel Events & Tickets: An Eventbrite Alternative Built Into Your CRM

If you run workshops, seminars, networking meetings, training sessions or other events, there is another reason to take a look at HighLevel. HighLevel now includes Events & Tickets, bringing event management and ticketing directly into the platform. You can create online or in-person events, offer free or paid tickets, create Early Bird and VIP ticket options, take registrations, manage attendees and even scan QR code tickets with your phone as people arrive. But for me, the really interesting bit is that this isn’t another standalone piece of event software. Events & Tickets sits inside the same HighLevel system you can already use for your CRM, email marketing, SMS, WhatsApp, payments, websites, automations and sales pipelines. What is HighLevel Events & Tickets? Events & Tickets is HighLevel’s event management and ticketing functionality. You can create a public event page and choose whether people need to purchase a ticket or simply RSVP. Events can be online or in person, so it could be used for everything from an online workshop or webinar through to a networking event, seminar, conference or live performance. For ticketed events, you can create multiple ticket types, including both paid and free tickets. You can control the price, number of tickets available and exactly when each ticket goes on and off sale. HighLevel also supports coupon codes, event schedules, speakers, attendee notifications and QR code check-in. In other words, this isn’t simply an event registration form. It is a proper event ticketing system. Different ticket types, including Early Bird tickets You don’t have to sell every ticket at the same price. HighLevel lets you create multiple ticket types, each with its own price, quantity and sale period. For example: Early Bird . £25, available until 31 August General Admission . £35 VIP . £75 Guest / Speaker . Free That means you can use Early Bird pricing to encourage people to book sooner. You could make the Early Bird ticket available until a particular date or limit it to a certain number of tickets. Once the sale period ends, that ticket is no longer available for purchase. You could therefore offer the first 50 places at an Early Bird price before moving everyone onto General Admission. HighLevel also supports event-specific coupon codes, giving you another way of offering promotional pricing. What could you use Events & Tickets for? There are plenty of possibilities. Paid workshops and seminars Let’s say you run a business workshop for 50 people. You can create the event, publish the event page and offer Early Bird and General Admission tickets. People register and pay online. As the event approaches, you can communicate with attendees and send reminders. When people arrive, their ticket contains a unique QR code. Open the HighLevel mobile app, scan the QR code with your phone and the attendee is checked in. No printed attendee list and no separate check-in application required. Business and networking events Perhaps you organise a monthly networking meeting. You may not want to charge anything at all. Create a free RSVP event, allow people to register and keep track of who is attending. You now also have their contact information inside the same system you use for your marketing and CRM. Online workshops and webinars Events don’t have to take place at a physical venue. You can create an online event and provide attendees with the meeting link and joining instructions. That makes Events & Tickets potentially useful for webinars, demonstrations, online training and virtual workshops. Conferences and larger events For something more substantial, you can add schedules and speaker information to your event. You could then have several ticket levels, such as Early Bird, General Admission and VIP, while limiting the number available at each level. Classes and special events There are lots of other possibilities. Training days, open days, product launches, customer events, live performances, conferences and one-off classes could all potentially be managed through Events & Tickets. Your phone becomes the ticket scanner This is one of the features that makes the module feel like a proper event ticketing system. For in-person events, attendees receive a ticket containing a unique QR code. When they arrive at the venue, you can use the HighLevel mobile app to scan their ticket and check them in. If somebody can’t find their ticket, you can also find them on the attendee list and check them in manually. HighLevel can flag tickets that have already been checked in or that belong to a different event. So for an in-person workshop, seminar or larger event, your phone effectively becomes your ticket scanner. Free events as well as paid events Ticketing doesn’t automatically mean you have to charge. HighLevel supports both paid ticketed events and free RSVP events. You can also have free ticket types. This is important because businesses run events for very different reasons. Sometimes the event itself is the product and you want to make money from ticket sales. Other times the event is part of your marketing. You might run a free seminar because you know that a percentage of the people attending will subsequently become customers. Or you might want to give complimentary tickets to speakers, sponsors or VIP guests while everyone else purchases a ticket. HighLevel gives you flexibility around how you structure that. Your attendee is already in your CRM This is probably the biggest advantage of having Events & Tickets inside HighLevel. An event doesn’t really start when somebody walks through the door. There is a complete customer journey. Someone discovers your event. They register. They may purchase a ticket. They need confirmation. They may need reminders. They attend. You might want to follow up afterwards. Perhaps you want to invite them to another event. Or perhaps attending the event is actually part of a wider sales process. Because the event functionality sits alongside your CRM and marketing tools, you can start thinking about the complete journey: Registration → Confirmation → Reminders → Event → Follow-up → Next Offer For many Read more…
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FieldTask for HighLevel: What It Is, How It Works and How to Get It

If you run a service or trade business, you may have come across FieldTask while looking for software to manage jobs and people working out in the field. FieldTask provides many of the tools you would expect from field-service software, including job management, scheduling, routes, time tracking, photographs, forms and job sign-off. But there is something important to understand before you get started. FieldTask is designed specifically for HighLevel. You need a HighLevel sub-account to use it, and FieldTask has confirmed to us that the app must be installed by the HighLevel agency managing that account. FieldTask does not currently provide HighLevel accounts themselves. If you already use HighLevel, speak to your existing agency about adding FieldTask. If you don’t have HighLevel, you have two choices. You can set up your own HighLevel agency account and configure everything yourself, or you can work with an existing HighLevel agency such as MarketerM8 that can provide your sub-account and help you get FieldTask installed and configured. We’ve already been assisting clients with FieldTask implementations, so we’ve had practical experience of setting up the combination. What Is FieldTask? FieldTask is a field-service management application designed for businesses that send people out to customers to deliver work. That could include businesses such as: Plumbers Electricians Cleaning companies Heating and HVAC businesses Pest control businesses Landscapers Property maintenance companies Installation businesses Mobile repair businesses HighLevel is already very strong at managing leads, customers, sales and marketing. FieldTask extends that into the operational side of the business. HighLevel Manages the Customer. FieldTask Manages the Job. This is probably the simplest way to understand the relationship. HighLevel can manage: Leads and enquiries CRM and customer records Sales pipelines Email, SMS and WhatsApp Phone calls Calendars and appointments Quotes and payments Automated follow-up Review requests Customer reactivation Marketing campaigns FieldTask can manage: Jobs and work orders Field operatives Scheduling and dispatching Routes and locations Time on site Job photographs Forms and notes Customer signatures Job progress Job completion Put them together and you can start managing much more of the complete customer journey: Enquiry → Sale → Job → Completion → Payment → Review → Repeat Business And that is what makes the combination interesting. Why Not Just Use Traditional Field-Service Software? There are already some excellent field-service applications available, including ServiceM8, Jobber, Tradify, Simpro and others. Many do a very good job of managing work in the field. The challenge often comes with everything surrounding the job. How did the customer become a lead? How are enquiries followed up? How are quotes chased? How are customers reminded about appointments? How do you request a Google review afterwards? How do you market another service to the customer six months later? This is where HighLevel brings something different to the equation. Rather than having one system for marketing, another CRM and another application for job delivery, HighLevel and FieldTask can form part of the same connected ecosystem. An Example of HighLevel + FieldTask in Practice Imagine you run a cleaning, plumbing, electrical or property-maintenance business. Someone visits your website and requests a quote. The enquiry enters HighLevel and an opportunity is created in your sales pipeline. HighLevel can automatically acknowledge the enquiry, notify your team and start the appropriate follow-up. The customer accepts the quote. At that point, the process moves from selling the job to delivering the job. That’s where FieldTask takes over more of the operational work. The job can be scheduled and allocated to the appropriate operative. The person delivering the work can access the job details, location and instructions. While on site they can record time, complete forms, add photographs and collect signatures. Once the work has been completed, HighLevel can continue the customer journey. For example, you could automatically send: A thank-you message A payment reminder A Google review request A follow-up offer A reminder when the customer is likely to need the service again It becomes one connected process rather than several isolated pieces of software. The Real Opportunity Is Connecting Sales and Operations This is the part of FieldTask that particularly interests me. For years I’ve worked with businesses where sales and marketing operate in one system while job delivery happens somewhere else. That creates duplication. Customer information gets entered twice. Staff have to jump between different applications. Automations stop when the sale is made. Nobody follows up properly once the job is completed. The software itself isn’t necessarily the problem. The problem is that the systems don’t connect. FieldTask has been created specifically around HighLevel, which potentially allows a service business to extend its CRM much further into the operational side of the business. We’ve Been Setting Up FieldTask for Clients At MarketerM8, we’ve already been assisting clients with installing and configuring FieldTask alongside HighLevel. What interested me during those implementations wasn’t simply the list of FieldTask features. It was being able to take an existing HighLevel system that was already managing customers, communications and workflows and extend it into the actual delivery of the service. For example, FieldTask can provide field teams with tools such as: Route planning Map visibility Job-time tracking Before-and-after photographs On-site forms Customer sign-off Job reports Those operational features can then sit alongside the CRM and marketing functionality already available within HighLevel. You Don’t Necessarily Need to Replace Everything If you’re already using specialist software within your business, I’m not suggesting you should immediately throw everything away. There are some very mature field-service systems available, and some industries have very specialist requirements. The sensible starting point is to map how your business currently works. What happens when someone makes an enquiry? How is the opportunity followed up? How do you quote? How does the job get booked? Who allocates it? What does the operative need while on site? What happens when the job is complete? How do you invoice? How do you get the review? How do you generate the next sale? Once you understand that process, you can decide where HighLevel and FieldTask should Read more…
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