Brief Update - Plenty of Resources
The sun is appearing! It's very British to mention the weather, I know. It just seems to lift people’s moods in general.
This week has been very interesting regarding enquiries. One day, it may be understanding insurance policies; the next, it may be complex pension rules and estate planning. No wonder it's a challenge for consumers.
I’ve encountered one of my first cases where it’s challenging to help. One enquiry thought they wanted pension advice, but it transpires that what they want to achieve is morally difficult to recommend they do. It was incredibly useful to have financial planning software at my fingertips as I was able to potentially find a solution based on their problem. We shall see. Emotions are often tied to financial decisions, and I continue to remind myself of that.
Last week I attended another FinVet event. It was great to meet serving member and veterans of the military. We all meet for informal networking and sharing stories. Richard Lodge elected Poppy Ewence and I to organise the next event. Yikes! Wish me luck.
This has been posted previously, but it’s fitting as I keep seeing people made redundant and the open-to-work banner on LinkedIn:
Whilst expanding a business is an exciting time, it’s important for business owners to fully understand their obligations, as well as for employees to understand their rights should redundancy occur.
As the host of Business Buzz Oxford, Roy Magara, and his business, Magara Law – Employment Solicitor, I felt it was fitting to include his latest article in my newsletter:
What Are My Redundancy Rights? - Magara Law
With so many new connections over time who may have missed out on all the resources I’ve linked to. I thought it would be useful to list some of it again. I plan to go through all my newsletters so that a resource section can be repeated - not sure those people tagged will appreciate a weekly tag though?
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Owner of Yardstick Agency, marketing agency for financial planning firms He regularly posts “nero nuggets” where he shares great marketing tips for advisers. ?
She continues to post helpful Linkedin tips to attract leads which converts into clients.
Ben Peele - Portfolio Metrix runs a very useful Young Advisers Roundtable
Paul Taylor - Speaks to the Future Financial Planner on how to have compelling conversations.
I will work on a longer list. Please don't be upset if your name isn't on here.
Useful courses:
Powerful course for a coaching qualification MOE Foundation: https://moefoundation.com/
Further understanding of estate planning CTT Countrywide Estate planning course - https://ctt-group.co.uk/training-event/estate-planning-foundation-course-19/
Useful webinars: (Please DM me if you have an upcoming webinar)
Paul Armson: Three hats
领英推荐
Guy Skinner on financial planning and protection:
Paul Taylor on making first meetings memorable through trust-based selling
Anton Kriel: 10 Secrets to achieve financial success:
Communities:
NextGen Planners – Rohan Sivajoti
Lifetalk – Philip Calvert
IFA Forum – Nick Lincoln
Octomembers - Lee Robertson
FinVet - Richard Lodge
In resettlement or already a veteran and in financial services? Join this group for excellent informal networking.
Content Creation Club - Jack Gaisford
For financial planners who are content creators consider Jack's content creation community. His members are seeing excellent results.
The Holt - Lea ?? Turner
For smaller businesses in growth. Any business. Get help from the community with any aspect of your business.
Events coming up: (Please DM me if you have an upcoming webinar)
The Gen Dit Network; Military Networking Event – 29th ?March
TRAP (The Real Adviser Podcast) event in London – 14th May
Director & Financial Planner at Citygate Financial Planning | Helping you find freedom from financial uncertainty | Bespoke independent financial advice for London and the wider UK
3 周I hope you get some use from the link. I’m pleased to say I pestered Abraham enough, that I’ll be speaking at Adviser 3.0 as well now
??The Financial Services Marketing Guy??Founder of The Yardstick Agency: The UK’s highest-rated financial services specialist marketing agency. We’ll be your marketing department or support your in-house team.
3 周Thanks for the mention Benjamin Beck I better come up with a decent Nero Nugget tomorrow now! Off to put my thinking cap on.
I help financial advisers/planners determine their marketing needs | Rising Star of the Year 2024 ??♀?
3 周Thank you SO much for the tag, Benjamin! Love your little summary of my profile, that makes me very happy! What a list to be included in… a weekly tag wouldn’t bother me in the slightest ?? Have a fabulous weekend when we get there!
** Fuelling the success of top financial advisers **
3 周Delighted that the PortfolioMetrix young(er) adviser roundtables made the list Benjamin Beck. If anyone wants to learn more about them or see the back catalogue of topics we've covered in the past, please message me directly
Goldman Sachs | Royal Marine Veteran | FinVET
3 周Great post Benjamin and looking forward to the FinVET Q2 Social ??