Great to watch one of Lichfield’s own showcase their skills on the biggest stage. Congratulations @tom_chef1 on making it through to the next round of @GBMofficial 👏🏻
TRAP Pack colleague @nicklincoln recently created a 10-minute video unpacking what he does to deliver a simple, repeatable, scalable and enjoyable Annual Planning Meeting experience.
Its excellent.
If you want the link, just retweet this tweet 🔁
https://t.co/Dfikw4vOCE
Real Financial Planning is the never-ending process of aligning your use of capital* with what is truly important to you.
(*time, money, energy & attention)
1/n
For years/decades Jo Public has filled out Mumbo Jumbo Questionnaires (MJQs).
She then got shoved into a "risk-aligned" portfolio off the back of the MJQs. @MavenAdviser@AlanJLSmith
Yet another fantastic #HUMConf by @MavenAdviser 👏🏻 Thank you for putting it on during these times! Brilliant presentations by all - I had learning points from every single one.
Enjoyed the @CISI Financial Planning conference - great to be back seeing people in person, and meeting some brilliant planners throughout the day too.