Activity
Mon
Wed
Fri
Sun
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
What is this?
Less
More

Memberships

GCSE Maths HUB

439 members • Free

The Life Map

69 members • $29/month

Adviser Growth Community

114 members • $29/month

3 contributions to Adviser Growth Community
Taking notes with clients
I'm always interested to see what the latest tech is that advisers are using with clients. I know that the reMarkable is very popular. Here's another take on linking real paper with your PC or device - the HUION Note 2-in-1 Digital Notebook Drawing Tablet. You can draw and write in real time, as well as transfer what you wrote later. Anyone use something like this?
1 like • Mar '25
I now use Posterity AI app which means I no longer need to take meeting notes as it does it for me
1 like • Mar '25
@Philip Calvert it takes very detailed notes and lists advice points, action points and lists hard facts and soft facts. Apart from the odd little spelling mistakes it's amazing
Cashflow planning tools...
Adviser question: Cashflow planning tools - straight to the point - what are you using? Why did you choose that one? What is it's biggest weakness? Is it web based? (For us it has to be) How much does it cost? Despite the brevity of this initial post I appreciate your feedback. Thank you.
Cashflow planning tools...
1 like • Mar '25
Voyant. it's relatively easy to use, web based and some great free learning materials and paid courses available. The output is very comprehensive and great for detailed planning. Clients love it and well worth £150pm
Building relationships with accountants - not easy
Adviser post: I have approached lots of accountants in my area with a view of working with them - ultimately them sending clients in my direction when they have individuals trying to reduce their tax laibility (i.e. me opening / facilitating pension contributions). I have met with lots of accountants in my area and even offered to pay 12% of the initial fee to them for referring work to me as well as trying to refer clients to them as well where I can (although very few of my clients require the services of an accountant). So far, my efforts have beared no fruit at all. It almost feels like the accountants aren't bothered! Surely it would be good advice (from the accountant to their client) to consider pension contributions? So why don't they ever do it (especially if I pay the accountant for it!). I'd welcome your thoughts - thank you.
2 likes • Feb '24
I’ve signed up to use RQ and have become RQ Certified. RQ is a collaboration tool designed in conjunction with the ICAEW. The aim is to help accountants work closely with expert financial planners, who have gone through a strict due diligence process, to help their clients. I’m hoping this will help but it’s going to be difficult.
1 like • Feb '24
@Philip Calvert yes them. It hasn’t yielded anything yet
1-3 of 3
Matthew Walne
2
14points to level up
@matthew-walne-5030
Certified Financial Planner and Chartered Wealth Manager. Helping business owners & senior executives in Leicestershire to retire in confidence.

Active 25d ago
Joined Jan 30, 2024
Leicestershire
Powered by