Advice Stack

A platform for growth in your financial planning business 🚀

Part of the @NxtGen_Progress Family 🙌

[Advice Stack @AdviceStack]

NEW RESOURCE!

Advice Stack members now get access to our 90-day one-page business plan 👌

✅ Identify risks, opportunities, goals and actions
✅ Exclusively designed for Advice Stack members

Find out more 👉 https://t.co/4EEWCXnVF4

[Advice Stack @AdviceStack]

NEW DISCOUNT! 🎉

Advice Stack members can now get a FREE Brand & Website Audit with @PLOTTCreative 🙌

Find out more 👉 https://t.co/4EEWCXnVF4

[Advice Stack @AdviceStack]

NEW: The latest member of our Marketplace are the awesome @BeyondEncrypt with Mailock 💥

✅ End-to-end encryption
✅ 2FA Authentication
✅ Helps you remain compliant

Discount exclusive to Advice Stack members.

Join us 👉 https://t.co/uW38WVYg7h

[Advice Stack @AdviceStack]

Tomorrow at 1PM 👇

In the latest of our host of January events, @Adam_Nextgen is joined by @Paul_BarnesACCA to chat about working with accountants to supercharge referrals ⚡️

Join us 👉 https://t.co/uW38WVYg7h

[Advice Stack @AdviceStack]

NEW: 10% off at @Knudge 🙌

Advice Stack members can now get an exclusive discount on client accountability tool Knudge for the first 12 months 🎉

Find out more 👉 https://t.co/O0hgNwfo8V

[Advice Stack @AdviceStack]

Our first event of 2022 👇

How to find great professionals to work with from @Adam_Nextgen 👍

🗓 6th January 2022
🕐 1PM

EXCLUSIVE for Advice Stack members 👀

Join us: https://t.co/pAanjSP5kA

[NextGen Planners @nextgenplannrs]

As a financial service hero, what are you looking to develop most this year? 👇

[Advice Stack @AdviceStack]

We've added LOADS of new Q1 2022 events into our events section this morning, EXCLUSIVE for Advice Stack members 🙌

Including sessions from @Adam_Nextgen, @Paul_BarnesACCA, @AskAdamOwen and many more!

Find out more 👉 https://t.co/sPMYKktLsc

[Advice Stack @AdviceStack]

NEW: We're very excited to announce that Advice Stack members can now get 15% off with @DynamicPlanner 🎉

Find out more 👉 https://t.co/sPMYKkca3C

[Advice Stack @AdviceStack]

NEW DISCOUNT!

We've teamed up with our friends at @Navigatus1 to offer Advice Stack members 6 months of service with no retainer 🎉

Find out more 👉 https://t.co/Vlei2JXwO9

[Advice Stack @AdviceStack]

It's Stack time! Let's build one in 20 seconds...

Client Engagement Tool - @AssetMapLLC + A Back Office - @PrestwoodTruth + A Cashflow Tool - @EV_evalue.

Before Advice Stack 👉 £557/month
With Advice Stack 👉 £375/month

Find out more: https://t.co/yH2bolkxbt

[Advice Stack @AdviceStack]

NEW DISCOUNT! 🙌

Get 25% off Pension Hunting Technology @getmintago with your Advice Stack™ membership 🎉

Find out more 👉 https://t.co/wjibdZqczb

[Advice Stack @AdviceStack]

Fancy another Advice Stack? 👀

This combo includes @advicefront + @Timeline_Tech + @VestdHQ 🚀

Price without Advice Stack discounts = £298/month
With Advice Stack discounts = £253/month 🙌

See all of our discounts 👉 https://t.co/vYJuK7IjQG

[Advice Stack @AdviceStack]

We have an exclusive weekly show in Advice Stack called Stack Chats 🗣

This week we chatted with @gweirydd from @elensoftware about how financial planning firms can use their CRM to grow 🚀

Find out more 👉 https://t.co/mBs7Fl9CRP

[Advice Stack @AdviceStack]

Here it is: our first SPRINT!

In just 2 weeks, our Advice Stack members will be coached and guided through a process of refreshing their client experience 🚀

Find out more 👉 https://t.co/k5KiAYuyKE

[Advice Stack @AdviceStack]

In Episode 3 of our Advice Stack exclusive show Stack Chats, we're joined by @gweirydd from @elensoftware 👋

He's going to be chatting to @danatnextgen about how to use a CRM system to grow your financial planning business 🚀

Find out more 👉 https://t.co/T4dsO0l5VR

[Advice Stack @AdviceStack]

Let's build an Advice Stack...

@PrestwoodTruth + @elensoftware + @MoneyAliveLtd

Without Advice Stack Marketplace 👉 £361/month
With Advice Stack Marketplace 👉 £220/month

Find out more: https://t.co/IdAuAZ9nJs

[Advice Stack @AdviceStack]

Exclusive discounts from trusted providers in our profession, including:

✅ @VestdHQ
✅ @EV_evalue
✅ @advicefront
✅ @moneyinfotech
✅ @iress

With LOADS more to come 👀

Book a demo 👉 https://t.co/e1OUEORiA6

[NextGen Planners @nextgenplannrs]

To celebrate the launch of @AdviceStack, we want to hear from you 👇

What do you think is the MOST important thing to help your small financial planning business grow?

[Advice Stack @AdviceStack]

@theactualclaire Thanks, Claire! 😄