WHAT'S HAPPENING LONDON? ๐ฅ
Our very popular London 'roundtable' returns with a new face and a new name.
โ Meet your peers
โ Share ideas
โ Hear from a guest speaker
30th November. 6PM. Free for all.
Register here ๐ https://t.co/AwSwcS1AfP
A few more pictures from an eye opening presentation from @brettdavidson and a pleasure to be graced with Rohan Sivajotiโs presence. Amazing to be back in person @NxtGen_Progress roundtables, great to see so many new faces and catch up with good friends. ๐๐๐
Thereโs a lot of intelligent young financial planners who โget itโ - the importance of real planning, evidence-based investing and behavioural coaching.
Unfortunately many are stuck in firms that donโt embrace these ideas and itโs frustrating.
Owners, shout if youโre hiring.
We are looking for a Client Experience Executive to join our team.
- Youโre courteous, efficient and friendly
- You have financial planning admin knowledge
- Intelligent Office experience essential
- Closing date 30/6/21
Details: https://t.co/KbxJCO6ilN
Surprised to learn that some advice firms make their staff pay for exams, study books and have to book holiday leave to study. Doesnโt make sense to me ๐คทโโ๏ธ
Anna Jones, Chartered Financial Planner shares with @MoneyMarketing her experiences starting out in the male-dominated world of financial services, and how Progeny aims to reshape the dynamic by enrolling the next generation of advisers into our Academy.
https://t.co/pbO2troVcR
Thank you for the shout out @RobinJPowell ๐๐ Definitely a gap that needs to be filled for the next generation of great financial planners @advisergap @SeanBanksIFA