MasterplanJoe

Director @ Masterplan Wealth. Chartered Financial Planner by day, building widgets by night!

[MasterplanJoe @JoeMasterplan]

Awful awful confidence destroying display ahead of Thursday. Worst 1st half I can remember. Letting the country down as well. Even with 1 fit leg between them Onana and McGinn have to play Thursday #avfc

[MasterplanJoe @JoeMasterplan]

@freshmond @antonosika For our income reconciliation! We’re not a CRM heavy firm and our process was a bit manual/done with a spreadsheet. Built a tool that analyses provider statements, and allocates the fees/then tells us what each adviser is owed based on built in splits

[MasterplanJoe @JoeMasterplan]

@Tom_SkinnerBC My first job in financial services was in admin for the Wesleyan. I remember processing the expenses for those Pizzas 😂

[MasterplanJoe @JoeMasterplan]

@DanielPriestley Financial services in Dubai… well just about all of Dubai!

[MasterplanJoe @JoeMasterplan]

@garryhale Spoke to a client yesterday who retired in September who moaned about this! Good advice!

[MasterplanJoe @JoeMasterplan]

@DavidPenneyPRW This is also total nonsense. Advice charges aren’t bundled. 2% to 3.5% is not true either, I don’t have a client paying more than 1.55%. FCA and Unbiased also both say average is less than 2%

[MasterplanJoe @JoeMasterplan]

@AlanJLSmith Can’t beat a shakeshack though!

[MasterplanJoe @JoeMasterplan]

Yes I’m watching Love island

[MasterplanJoe @JoeMasterplan]

@AlanJLSmith @richardcbishop We produced about 30 template documents in the space of an hour. And completed the copy for 4 brochures in about 45 minutes using it. Saved us probably 50+ working hours, both terrifying and exciting in equal parts

[MasterplanJoe @JoeMasterplan]

@plannrcrm 👀 👀

[MasterplanJoe @JoeMasterplan]

Anybody already looking at AI supported fintech for advisers ?? I’m here writing a suitability report at Christmas and thinking we can’t be too far away from AI that can do this. One for the @plannrcrm team I reckon!

[MasterplanJoe @JoeMasterplan]

@fionasharp Great bit if kit! You can upload provider paperwork to them and get it signed by clients, can email a copy to the client and copy to support staff at the click of a button. Saves loads of time for us

[MasterplanJoe @JoeMasterplan]

Initial planning costs £6,500, pessimistic model shows clients £700,000 better off after 15 years. Decent return on investment that. But remember everyone financial advisers charge you 5% to simply check your funds (or at least that’s what I read in the paper!)

[MasterplanJoe @JoeMasterplan]

@AlexandreRiley @sheffield_ifa Oi!! To quote Sir Martinez himself ‘Villa’s a big club mate’

[MasterplanJoe @JoeMasterplan]

Had @Timeline_Tech in to come and present our investment proposition to some of our new advisers. To quote one of them ‘It’s like going from a reliant robin to a Ferrari’ referencing their old proposition 😎

[MasterplanJoe @JoeMasterplan]

16 hour day wrapped up. Start a business they said.. it will be fun they said… (Tbf don’t think anyone has ever actually said this)

[MasterplanJoe @JoeMasterplan]

@AWMGFP I have had a go with reports, it was pretty decent at coming up with template wording (with some tweaks) but couldn’t quite get it to produce a decent full report/letter, sure it will get there though!

[MasterplanJoe @JoeMasterplan]

Had this afternoon booked out for writing some copy for marketing materials, just going to fire up OpenAI then watch the football! (This is both amazing and terrifying)

[SMB Attorney @SMB_Attorney]

Lawyers we must kill this technology immediately!

Someone call Congress and make it illegal.

[MasterplanJoe @JoeMasterplan]

@Felix_Milton The guy who runs their ads is in the process of setting up some ads for us, glad to hear the targeting (almost) worked 😂

[MasterplanJoe @JoeMasterplan]

@davidcroziercfp @richardcbishop Cheers for the insight. I probably do about five as well. At the minute I try and have a meeting week, followed by a week meeting free to catch up/work on the business. I only ask because I saw a stat about how much time planners spend in meetings and my % was well under!

[MasterplanJoe @JoeMasterplan]

Financial planners- how many client meetings do you think you have a week on average ?