I spoke to two separate financial planners today who are looking to be coached and to replicate the Serenity model. They are waking up and seeing it’s not about AUM (managing money) #thingsarechanging
Don't miss @themoneypanel and thirty other amazing financial planners, experts & consultants in the Financial Adviser Mastermind & Challenge... March 4th - 8th. Hundreds of IFAs and advisers have registered - come and join them free at https://t.co/BAJnueh6FO #AdviserMastermind
I'm taking part in the Financial Adviser Mastermind & Challenge! It runs from 4th - 8th March. Don't miss it - register here: https://t.co/QZXjyLTugc #AdviserMastermind@philipcalvert
For one week only, THIRTY top Financial Planners, Consultants & Experts share what it takes to grow a World Class Financial Advice Business, in a unique & incredible online event...
Join FREE https://t.co/BAJnueh6FO
#FinancialPlanning#financialadviser#OnlineSummit
Super excited that Carl Richards is taking part in the Financial Adviser Mastermind & Challenge...
Creator of the Behavior Gap™, Carl is one of the world's leading adviser coaches...
103 IFAs signed up https://t.co/BAJnueh6FO
The Financial Adviser Mastermind & Challenge Is Here!
For One Week Only Top Experts Share What It Takes To Grow A World Class Financial Advice Business, In A Unique & Incredible Online Event That Comes To You
Learn more – Join FREE
https://t.co/BAJnueh6FO
#AdviserChallenge
IFAs... i4C are working with University of Bath students on a tech research project. We need your help to complete a short survey researching key factors which lead to successful software adoption. Can you spare 10 mins please? https://t.co/I36qTs5ewm #Sponsored
Delighted to be working with students @UniofBath on a #technology research project. We need #financialadvisers and #paraplanners to complete a short survey researching the key factors which lead to successful software adoption. The survey link is here https://t.co/hzftwNiPk1 #ifa
In the age of the Internet, for the Financial Advice community to engage with, and add value to consumers of all generations, what we need now,
more than ever - are bright ideas. Last few places for #LifeTalkLive2 https://t.co/KCK9u9Ua4g
Calling all IFAs & Financial Planners - here's a FREE check list of what you need to note down at client meetings to meet #MiFID II (I know, another thing to do, but we've tried to help by outlining the key points) https://t.co/RBJh4UATVk #advisers#ifa#pensions@AdviserLifeTalk