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IMPORTANT POLL: Help us shape this group to your needs
Are you or your business going through a period of change or transition right now? It could be internal processes, brand refresh, redundancies, tech changes, cultural changes - something else etc. Thanks in advance...
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IMPORTANT POLL:  Help us shape this group to your needs
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Welcome to the Adviser Growth Community! (Start Here )
Hi, I'm Phil and welcome to Adviser Growth! 🔥 We're an exciting, positive, friendly and thriving community of financial advice and financial planning professionals who are here to network, share best practice, get answers to questions, exchange ideas, and to provide help and support to one another. And yes - to have fun! 🥳 You should read our group standards here. ===> Your First Step: Introduce yourself and maybe even share a photo of your workspace. You'll earn points for adding great content and for interacting with other members, and over time this will unlock bonus content for you. Feel free to ✄ copy/paste this template 👇 Where are you from? What sort of clients do you enjoy working with? What do you hope to get from this group? ===> One more thing: If you haven't already found it, you can access the Skool app in the two main stores below. The best experience is on desktop or laptop, and like most apps, different users have different experiences. I'm on Android and haven't had any issues at all - in fact the app is pretty good. If you do have any problems, please drop me a line and I'll pass it on: https://apps.apple.com/us/app/skool-communities/id6447270545 https://play.google.com/store/apps/details?id=com.skool.skoolcommunities&hl=en&gl=US&pli=1 Let's get started!
True Potential
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.
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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
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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
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