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Adviser Growth Community

113 members • $29/month

Fintech Advisory Xcelerator

50 members • Free

The AI Prompt Vault

17 members • $1/m

23 contributions to Adviser Growth Community
Shift2024 Human First Financial Advice conference
Just spent a tremendous couple of days at the above event. Some genuinely inspiring speakers. We had a few more UK delegates this year but I would like to organise a larger group for 2025. If you’re interested in coming along, let me know and I’ll speak to the organisers about what we can do, maybe get a special rate. Please DM me if this is of interest.
Shift2024 Human First Financial Advice conference
Leaderboards w/c 18th March 2024
Thanks to everyone who posts and comments here - it is very much appreciated. Shouts out to @Ian McKenna and @Phil Bray who are leading the field - and thanks also to @Gareth Tregidon @Bill Marshall @Mark Coomber @Joe Moss @Dominic Thomas @Louise Gilman @Gosia Dawson @John Donnelly @Jason Mountjoy @Howard Bullock and @Anna Brocklehurst for their contributions.
Leaderboards w/c 18th March 2024
0 likes • Mar '24
@Philip Calvert how is this group growing? What else can be done to bring more people across from Facebook?
Standard Life CEO: "I don’t know why we have to charge for advice"
Hmm... https://www.moneymarketing.co.uk/news/standard-life-ceo-i-dont-know-why-we-have-to-charge-for-advice/
0 likes • Mar '24
Of course, providers don't want to charge for advice, they just want their products sold, but the market, and most importantly, the regulator has moved on. My biggest concern currently is the potential dilution of the advice guidance boundary.
The world is getting very silly
SJP bashing is reaching stupid levels. I'm seeing multiple Facebook ads along these lines today, but whatever you business model it's great to see a range of advisers biting back.
The world is getting very silly
1 like • Mar '24
It should be said, SJP have put in some exceptional technology and will actually be extremely well placed to grow a next generation advice business over the coming years.
How was your week?
What's gone well? And what not so well? How can we all help? Phil
1 like • Mar '24
A great week. Lots of fascinating things some really exciting speakers confirmed for or artificial intelligence in financial advice event. Lots of other exciting stuff. I look forward to being able to share soon.
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Ian McKenna
3
38points to level up
@ian-mckenna-2015
Global Fintech Analyst and Founder of AdviserSoftware.com dedicated to identifying technology that can transform how advisers can work with clients.

Active 193d ago
Joined Feb 2, 2024
London & Globally
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