User
Write something
Post your wins for the month is happening in 27 days
The right side of finfluencing
‘I'd rather stay on the influencer side than the regulated side’ I'm pretty sure we will be seeing a lot more people like Olamide. Great read...
The right side of finfluencing
Are you using YouTube?
Ryan is - and off to a great start. Nice endorsement too from @Pete Matthew
0
0
Are you using YouTube?
Do you serve a group of clients who have something in common?
Ideally a group of people who are going through some sort of change or transition in their lives. Creating a community for them will help attract more of them - and you can charge them for it. Webinar to help you do this coming soon.
Do you serve a group of clients who have something in common?
Another financial planning example of a community based approach
After decades spent in financial planning, Mike Heroux recognised that the transition into retirement didn't have to be a lonely one. Retirement Loop specialises in helping people transition into retirement with confidence. Members can find answers to every kind of question they might have about moving into this new phase of life from budgeting and estate planning to minimising taxes and finding the right insurance. Now has over 600 "Loopers" (members) each paying a minimum of $470 plus extras.
1
0
Another financial planning example of a community based approach
How an advice firm was born out of frustration
This story isn’t really about two advisers setting up on their own – it’s about why new advice models are starting to emerge. Here’s what struck me when I read this in Professional Adviser: https://www.professionaladviser.com/interview/4523675/advice-firm-born-frustration? This isn’t just another “two advisers set up on their own” story. It’s a very clear signal of why new advice models are starting to appear – and why they’ll keep appearing. The firm wasn’t born out of ambition to scale fast or sell one day. It was born out of frustration. Frustration that advice in larger firms had become narrow, investment-led and commercially constrained. Frustration that advisers could help families more holistically but were actively discouraged from doing so. That’s important. What Freshney and Silk describe is something I hear repeatedly from advisers at different stages of their careers. Clients don’t arrive neatly packaged as “investable assets”. They arrive as families, businesses, generations, competing priorities and life decisions. Yet the traditional percentage-of-assets model struggles to serve that reality – especially when younger family members need guidance but don’t yet have wealth in their own name. Their move to a fixed-fee, family-based model feels less like a pricing tweak and more like a structural shift. It removes some of the conflicts that sit quietly inside the traditional model and opens the door to serving people who have always been pushed to the edges of advice. In other words, it directly touches the advice gap without dressing it up as a social mission. What I also find interesting is that this isn’t being positioned as “anti-regulation” or “anti-networks”. They’ve deliberately chosen a supported independent route, kept the firm small, and focused on expanding services rather than client numbers. That’s a very different growth mindset to the one many advisers were taught.
How an advice firm was born out of frustration
1-11 of 11
Adviser Growth Community
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new ideas, new models, new income streams and how AI fits into their advice business
Powered by