You're welcome.

It would be interesting to know if anyone here has tried/experienced this? "Financial Planning firm Rosemount Financial Solutions has added a new artificial intelligence (AI) tool to speed up financial promotion approvals for its adviser members." https://www.financialplanningtoday.co.uk/news/network-adds-ai-financial-promotions-tool?

I've been thinking about something. The financial planning profession is full of brilliant people with genuinely life-changing knowledge. And most of it never leaves the meeting room, so I'm doing something about it. I'm pulling together a collaborative book - written entirely by UK financial advisers and planners. Each contributor writes one chapter on whatever aspect of financial planning they're most passionate about. No theme. No house style. Just honest, experienced voices saying what they actually think. Your chapter includes your name, website and contact details so readers can contact you. The whole thing gets published on Amazon. All royalties go to charity. Contributors put in £100 each to make it happen. I'm looking for 20 to 30 people who have something to say. What have you always wanted to say about financial planning? Maybe it's about the emotional side of money. Maybe it's about the mistakes people make. Maybe it's something you've never quite found the right way to say - until now. You can register now and we'll send you some notes to help. One chapter - one message. Learn more at

Not just because of AI, not just because of regulation and not just because the profession is evolving. But because more advisers are starting to realise something important: Your expertise may be worth far more than regulated advice alone. Through: * Community. * Education. * Memberships. * Workshops. * Digital and physical products. * Scalable expertise. In short, new opportunities are opening up for advisers prepared to think differently about the future of their business. I’m hosting a live webinar on 16th June at 10am for forward-thinking financial advisers who want to explore what these new income streams could look like in practice - and with real examples. Not hype. Not “get rich quick”. Just practical ideas, emerging models and honest discussion about where the profession may be heading next. Why? Because the future of advice may be 𝒎𝒖𝒄𝒉 bigger than many advisers realise. Register here - it's free: https://us02web.zoom.us/meeting/register/g2DrtTejTUCKhwBWVYnFIg

After speaking at two adviser conferences this week, it's interesting to see seminars and workshops appearing more often again in adviser marketing conversations. Curious where the wider profession currently stands on this...