I have a tool which will look at anonymised client meeting transcripts and point out opportunities that have been missed to ask for a referral or introduction - including wording, priority, what you missed and what to say. I have five to give away for you to test - let me know if you would like one.

How to work with 'lower value clients'. I get it that many advisers' business models aren't designed for such a market, but there is massive value to be had when this is approached strategically. I'm putting together a webinar on just this topic - feel free to post Yes in the comments if you would be interested in attending. From PA today: https://www.professionaladviser.com/interview/4320467/challenging-idea-lower-value-clients-valuable

Hi , does anyone have any updates on using Plannr? Just been on a demo and it looks very impressive !! Thanks in advance.

Hi all We are looking at progressing with implementing AI into our firm , but are held back at every turn as we use TP. Who haven’t really developed in 10 years plus. Any thoughts on “planhappy” or other new alternatives. Thanks

Hi, I'm Phil and welcome to Adviser Growth! 🔥 We're an exciting, positive, friendly and thriving community of financial advice and financial planning professionals who are here to network, share best practice, get answers to questions, exchange ideas, and to provide help and support to one another. And yes - to have fun! 🥳 You should read our group standards here. ===> Your First Step: Introduce yourself and maybe even share a photo of your workspace. You'll earn points for adding great content and for interacting with other members, and over time this will unlock bonus content for you. Feel free to ✄ copy/paste this template 👇 Where are you from? What sort of clients do you enjoy working with? What do you hope to get from this group? ===> One more thing: If you haven't already found it, you can access the Skool app in the two main stores below. The best experience is on desktop or laptop, and like most apps, different users have different experiences. I'm on Android and haven't had any issues at all - in fact the app is pretty good. If you do have any problems, please drop me a line and I'll pass it on: https://apps.apple.com/us/app/skool-communities/id6447270545 https://play.google.com/store/apps/details?id=com.skool.skoolcommunities&hl=en&gl=US&pli=1 Let's get started!