Dan Atkinson

Head of Technical @paradigmnorton Chairman of @cisi #paraplanner Interest Group, Chartered Financial Planner FPFS, CFP APP Chartered FCSI. All views my own.

[Dan Atkinson @DanAtkinsonUK]

This September I’ll be taking on the Thames Bridges Trek to raise money for @Petalscharity. On this morning’s training walk I shared a bit more about what they do.
Links to this charity and my JustGiving page can be found here - https://t.co/hH7Z3XxePp

[Prof Paraplanner Mag @ProfParaplanner]

Professional Paraplanner Awards 2024 – The Paraplanner Winners! https://t.co/BF1Xe6rXb2

[Dan Atkinson @DanAtkinsonUK]

@ProfParaplanner A huge honour to receive this award

[Dan Atkinson @DanAtkinsonUK]

@GWRHelp @GWRHelp a bit of communication would help… We haven’t even left and are already 90 mins late. Train crew were told the line has reopened a while ago & are still waiting for permission to proceed (perhaps the signaller could tell them what to expect?)

[Dan Atkinson @DanAtkinsonUK]

@GWRHelp Is there any update? We are sat at Bristol Temple Meads on the 1500 to London Paddington…

[Dan Atkinson @DanAtkinsonUK]

@BenjaminFabi That’s the one (and will be fixed)👍🏻 I’ve not read up hugely on the precommencement pensions as we’ve not had clients impacted. @LesCameron7 might have a view?

[Dan Atkinson @DanAtkinsonUK]

@BenjaminFabi Welcome back fellow pension geek! It is a bit of a shambles in some of these areas. I’ve described it all as being quite straightforward- right up until the moment when it is VERY much NOT!

To me the age75 issues relating to LSA are more impactful… Hopefully being fixed soon…

[Dan Atkinson @DanAtkinsonUK]

@behaviorgap Another great conversation

[David Hearne, CFP™ @dontdelay]

Calling UK Certified Financial Planners and Paraplanners.

Entries for The @CISI Financial Planning Awards 2024 are now open.

As a previous winner of the CFP Professional of the year award. I can highly recommend going through the process to enter and compete for the awards with your peers.

https://t.co/LUfZxDlXWu

[Dan Atkinson @DanAtkinsonUK]

@fryer_nathan @plan_works All the best for your challenges. A super way to celebrate that milestone 👍🏻

[Dan Atkinson @DanAtkinsonUK]

@fryer_nathan @Transact …and they actually answer the questions!

[Dan Atkinson @DanAtkinsonUK]

@jeremywalter If having a bar/wheel is important maybe pair with a Streamdeck (they have one with knobs). I have a streamdeck for my work shortcuts etc.

[Dan Atkinson @DanAtkinsonUK]

@jeremywalter I like my Logitech MX Keys (paired with my MX Master 3 mouse). Works well on PC (for work) and Mac (for home!). It also has a number pad which is sooo much better than the laptop keyboard (tempted to get a second one for travel) Might be worth trying?

[Dan Atkinson @DanAtkinsonUK]

If this sounds interesting for your next step as a #paraplanner and you are #Bristol based head over to https://t.co/rNPFoer2i9 for more info.

Happy to have a chat if helpful 👍🏻

[Dan Atkinson @DanAtkinsonUK]

Fancy a new challenge in the Bristol area? @paradigmnorton are looking for a #paraplanner to work closely with one of our Directors.

✅Complex clients
✅Exam support to Chartered & beyond
✅Leading financial planning firm

Details coming soon or DM

#bcorp #financialplanning

[Dan Atkinson @DanAtkinsonUK]

Fancy a new challenge in the Bristol area? @paradigmnorton are looking for a #paraplanner to work closely with one of our Directors.

✅Complex clients
✅Exam support to Chartered & beyond
✅Leading financial planning firm

Details coming soon or DM

#bcorp #financialplanning

[Dan Atkinson @DanAtkinsonUK]

Looking forward to Humans Under Management today

[James Clear @JamesClear]

Start now. Optimize later. Imperfect starts can always be improved. Obsessing over a perfect plan will never take you anywhere on its own.

[Dan Atkinson @DanAtkinsonUK]

@theactualpolson I would definitely be there. ERI and is something I am painfully familiar with. Almost as geeky as the treatment of Tax Transparent funds…
Sadly diary clash means I’ll have to miss out on #geek&eat

[Dan Atkinson @DanAtkinsonUK]

At @paradigmnorton we’ve been thinking about the concept of #unreasonablehospitality that @wguidara talks about. This thread is filled with inspiration!

[Martin Lewis @MartinSLewis]

Tell Us: The best customer service experience uv ever had. Who went above & beyond leaving u in customer service heaven & what did they do that was so good? Lets celebrate it.

Pls reply & producers'll pick some for today's
@bbc5live 1pm & my podcast. Do like ur faves

[Dan Atkinson @DanAtkinsonUK]

‘What is the listening I am speaking into?’ This phrase stopped me in my tracks when I heard it on this episode. Listen, reflect, and tailor.

Get this in your ears ASAP!

[Think Fast, Talk Smart: The Podcast @TFTSThePod]

Today, expert on speaking and sound, Julian Treasure and host Matt Abrahams explore the power of breath; the four steps to show someone we're engaged and listening; and how by framing speech as a gift, we can better serve our audience.
https://t.co/n64JitIbrD