The Phil² Sessions are coming soon! Something new is coming to the financial advice world - The Yardstick Agency's Phil Bray and LifeTalk's Phil Calvert are teaming up for a brand new monthly webinar and podcast: The Phil² Sessions. Each month, they'll examine what’s really happening in adviser and financial planner marketing – what’s new, what’s notable and what’s actually working. But this isn’t just a cozy discussion.... As part of the monthly webinar, the two Phils will also be running a live marketing clinic, where advisers bring a real challenge, problem, issue or opportunity… and they work through it together, in real time. No theory. No fluff and no scripts. Just practical thinking, decades of shared experience and a focus on the small details that make the biggest difference for you and your business. Starts Friday 5th June at 10.30am. Then runs on the first Friday of every month. If you’ve ever felt that it’s the small things holding your marketing back, here's your opportunity to get personalised attention and solutions. Joining details below. 1) Register to attend the live webinar: https://us02web.zoom.us/meeting/register/AbUPOLGIRhmvFnYc3C_mnw 2) And if you would like to be featured in an episode with your specific marketing problem, issue or opportunity add your name using this form: https://forms.gle/RsbjcXaTkBRzi7Dp7

FTAdviser published an article today highlighting research which showed how often ChatGPT wrongly categorised brokers as 'safe' when they're not. For 'brokers' see any other profession, in particular advisers and planners. I appreciate the technology will improve with time (and quickly), but the challenge the industry / profession has at the moment is how to get the message across to the general public that they shouldn't rely on AI search results and, importantly, how they can get good, reliable information on who they can trust. Is this something the likes of CII/PFS, CISI, etc. should be doing more on, is it something Government/FCA should be doing, or something else? https://www.ftadviser.com/content/390636f2-0b40-4731-867b-8a238331bf5f

My client has received a letter from True Potential, saying they may be entitled to redress. I did see something about this on the Facebook page. Has anyone else seen anything like this? I moved a True Potential Pension to Nucleus just over a year ago.