Activity
Mon
Wed
Fri
Sun
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
What is this?
Less
More
Memberships
Adviser Growth Community
114 members • $29/month
5 contributions to Adviser Growth Community
20d •
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 • 20d
Interesting update - I've used Saturn currently for Note Taking since June feel they our ahead of the game, constantly improving the service.
Feb 16 •
Quick poll: How are you really feeling about the world of financial advice right now?
Be honest — how are you really feeling about the world of financial advice right now?
Poll
1 member has voted
0 likes • Feb 19
My honest response would be between Cautious - Overwhelmed - I am excited by the technology but concerned by the increase in competition ( Platform direct to consumer ? etc)
Jul '25 •
Bespoke suitability reports created in seconds
Come and join us for the latest in our interviews with AI leaders in financial advice. This Thursday 10th at 10am as I chat with Wesley Gibson of Automwrite. Register here ==> https://us02web.zoom.us/meeting/register/64tnFlmlQFWJWKoskoQ31g
1 like • Jul '25
Looking Forward to this
0 likes • Jul '25
I found this a really interesting event _ would recommend that any practice owner watches it really thought provoking.
Jul '25 •
Interview with Tom Hind of Saturn
In the sixth of our interviews with AI leaders in financial advice, next up we have Tom Hind of Saturn. Register now for our live session at 10am on Thursday 3rd July. Here: https://us02web.zoom.us/meeting/register/jtGbOs7kRyuygMUjacHrbg
0 likes • Jul '25
Sorry I missed this session is the a playback facility
Dec '24 •
Monthly wins and successes
At the end of each month, use this thread to tell us what's gone well during the month. It could be winning a great new client, being referred to someone, a brilliant testimonial, passing an exam, successfully changing something in your business, getting a long-awaited response from a provider - anything! No success is too small - let's hear what's going well. You'll get an automatic reminder to post at the end of the month. Over to you...
0 likes • Jul '25
We Just adopted Saturn AI for Meeting Notes ( So far two meetings in very happy)
1-5 of 5
@tim-geoghegan-8606
Tim Geoghegan is a Successful IFA and Business Owner having established his own practice in 2003, with a background in Private Banking t.
Active 20d ago
Joined Jun 25, 2025
Powered by