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Owned by Philip

Adviser Growth Community

113 members • $29/month

For IFAs, financial advisers & financial planners exploring new ideas, new models, new income streams and how AI fits into their advice business

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549 contributions to Adviser Growth Community
New financial planning murder/mystery!
Set in the world of financial planning, a new thriller has emerged from our financial adviser book writing course - and is out now! Most advisers on the course write a non-fiction book but this is our first novel. Set in a financial planning firm, The Ghost Client is available now in paperback, Kindle ebook and audio book. Congratulations to 'CJ' on your first book - I'm sure there will be more! "Frighteningly authentic. I work in financial planning and I couldn't put it down - or stop looking sideways at my colleagues!" Get your copy now: https://www.amazon.co.uk/dp/B0GXD96HB2
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New financial planning murder/mystery!
Interview with Rohit Vaish, President and Founder of Saturn
Useful interview from Unbiased with Rohit from Saturn (27 mins) https://youtu.be/pDfS5r358HE?si=A39WKvmdU8vVW5Eu
0 likes • 8d
@Tim Geoghegan They certainly are Tim. Lots of competition though...
Networking opportunity for London based IFAs
Mon, Apr 13, 2026, 7:00 PM - 10:00 PM 12 Hay Hill, 12 Hay Hill, London, England, GB, W1J 8NR Info on LinkedIn: https://www.linkedin.com/events/londonbusinessnetworkingeventin7439683900261658624/ Event link: https://fatso.ma/3sJr
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Networking opportunity for London based IFAs
Should you write a book - listen to Mike
If any AGC members here are thinking about writing a book, we have some spaces for today's call with Mike LeGassick - a financial planner and behavioural investment coach who has written three! Mike will be sharing what he has learnt about the book writing and publishing process, along with how it has benefited his business. No need to register - just join us at 10.30 am at https://us02web.zoom.us/j/85635272829?pwd=Q5I8stwVmGT2V21UtiQoagpYnTagj1.1
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Should you write a book - listen to Mike
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
1-10 of 549
Philip Calvert
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88points to level up
@philip-calvert
Author, international keynote speaker and marketing coach

Active 12h ago
Joined Jan 23, 2024
Guildford
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