Looking forward tomorrow to hosting our first live Technical Insight Seminar since 2019! Thanks to Fidelity International, Transact, Waverton IM, TIME Investments, Dentons Pensions and Bespoke Training Services.
Just watched teaser webinar of new CRM/back-office system that advisers, paraplanners, administrators are going to love - from an adviser software firm that listens to its users. Launch date Q1 2022. @plannrcrm
Paraplanners - should be an interesting @thelangcat HomeGames at 12.30pm with an Advisertech company focussed on client onboarding, suitability and accurate data @VisibleCapital
I’m honoured to be featured in the latest edition of Professional Paraplanner, talking about my career in Financial Planning, my battles with mental health and my recent transition into the charity world 🌎.
Have a read here 👇:
https://t.co/zB7oBEnyXm
Looking forward to seeing some of the great technology available for advice firms at 4pm with Verve's #WeAreLive event. PP interviewed one of the presenters Visible Capital's Ross Laurie in a recent issue - https://t.co/Z7HuV59GWE
Ian Lowes explains how he came up with the 10:10 Income and Growth Plan, a new and innovative solution that could appeal to clients in the current climate.
Read the article, published in Investment Life & Pensions MoneyFacts, here: https://t.co/HiuEH6qhOF
#StructuredProducts
Delighted to announce the next Investment Committee Webinar in association with @Fidelity_UK - we will be with James Bird again this time "Dissecting income for 2020 and beyond" - Paraplanners across the UK are invited to join the session - Sign up now https://t.co/SpgjApI2mu
A really powerful day today working on being a better leader and manager. Really helpful input from @FundsNetwork and super open sharing about the realities of leading a team of #paraplanners. Some very practical frameworks to use. Huge thankyou to @ProfParaplanner for organising
Well worth a watch, two of our most popular speakers at the Technical Insight Seminars!
From tax relief to annual allowances and tapering, our experts @FundsNetwork explore key #TaxYearEnd considerations in their new video. https://t.co/d7wn58XCqz
We are so proud of our team at Origo & Beyond Encryption for winning the @F_TRC Best in Show award! Peter Brutin @Origo_Services and Paul Holland @BeyondEncrypt produced a fantastic disturbance demo of Unipass Mailock, our latest product, and brought the award home! #EATT2020
#Amazon is spending billions of dollars on its #originalcontent. Why?! Because when you watch an #AmazonPrime series you are paying to be advertised to. Meanwhile, other companies are contemplating whether or not to post a couple of promo videos on #socialmedia. #digitalmarketing
"Adviser firms are superheroes...but office managers, administrators and paraplanners are soaking up the inefficiency of the industry." Mark Polson @theactualpolson discusses Adviser firms and the challenges they face https://t.co/VvcASvxpc5
#advisersreality#getconnected
Paraplanners around Reading, to attend Rory Percival's Capacity for Loss workshop and 6 others aimed at you as paraplanners at our Technical Insight Seminar on Wednesday, go to our website https://t.co/TMOsD9aSXQ You can still secure a place.