Just Resources
I plan to expand this part of the resource section. The intent is to make locating information easier as people subscribe to my newsletter at different times. This is aimed at advisers and those looking to enter the profession.
I'm not endorsing any company or service on this list. It's just a compiled list. Do your own research before engaging.
If you don’t want to be tagged, kindly let me know, and I’ll remove you from the list in the future.
The following list contains organisations committed to developing the next generation of financial planners. In no specific order: companies! ??
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The following people post useful insights and are worth following.
In no specific order: people! ??
Marketing
Phil Bray – owner of Yardstick Agency, marketing agency for financial planning firms He regularly posts “nero nuggets” where he shares great marketing tips for advisers.
Abi Robinson – a Linkedin marketing guru for financial advisers. Continues to post valuable, easy-to-implement content. Her Linkedin guide has become so popular that she is now doing webinars specially for Linkedin.
Dan Graham – owner of Docvinci, company collaterals don’t have to be boring. Spruce up your client's journey with colour and documents that the client can understand.
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Useful Tools:
With so much software available, go to this website to explore everything available to the financial adviser in the UK. From AI to cashflow modelling, CRM and everything in-between:
Ian McKenna - https://www.dhirubhai.net/in/iamckenna/
Calling for pension/investment information can be a pain and a time-waster. Are you unsure whether they want wet signatures or accept DocuSign? Please take a look at this list for easy-to-find contact information at a very affordable monthly subscription.
Debbie Condon - https://www.dhirubhai.net/in/debcondon/
LOA Reference List: https://www.intuitivesupportservices.com/my-account?r=10940&wcm_redirect_to=page&wcm_redirect_id=10940
Origo pension tracking service significant reduction in calls chasing for progress updates on pension, ISA and GIA transfers. Origo Tracking:
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领英推荐
Useful courses:
Spend some time to understand the full power of FE Analytics and even get a certification to demonstrate your competence FE Analytics:
Powerful course for a coaching qualification MOE Foundation:
Further understanding of estate planning CTT Countrywide Estate planning course
Finished Level 4 Diploma and want to learn the practical skills required for a meeting and writing a suitability report from scratch? Perhaps you want a bespoke CPD package which is engaging, fun and useful all in one go?
https://practicalfinancialexams.co.uk - Michaela Pashley
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Useful webinars: (DM to add yours)
Paul Armson: Three hats
Guy Skinner on financial planning and protection:
Paul Taylor on making first meetings memorable through trust-based selling https://pfspower.org/
Anton Kriel: 10 Secrets to achieve financial success: https://www.youtube.com/watch?v=4a51wQAOGR4&t=6003s
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Forums/Communities: (DM if one isn’t listed)
NextGen Planners – Rohan Sivajoti
LifeTalk – Philip Calvert
Adviser Growth Community – Philip Calvert
IFA Forum – Nick Lincoln
Young adviser roundtable – Ben Peele
(Contact Ben for invitation)
Verve Incubator – Hayley Rabbets
More financial planners are creating content to attract leads. Jack Gaisford is a master at content creation and created his own community to teach tricks and tips to bring your content to the next level
The Content Hub - Jack Gaisford
Upcoming Webinars: (DM to get yours added)
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Events coming up: (DM if one isn’t listed)
The Gen Dit Network; Military Networking Event – 29th? March
TRAP (The Real Adviser Podcast) event in London – 24th May
Compliance firms:
SimplyBiz - Neil Stevens & Matt Timmins
CATS – Mel Holman
Threesixty – Russel Fraser
Verve – Cathi Harrison
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Reading list: (DM to add)
Anything by Nick Murray
How I Raised Myself From Failure To Success In Selling – Frank Bettger
Enough – Paul Armson
The Number – Lee Eiesenberg
The Psychology of Money – Morgan Housel
Podcasts: (DM to add more)
That NextGen Planners Podcast – Amelia Hamilton
The Financial Planning Club – Lewis Byford
TRAP (The Real Adviser Podcast) – Andy Hart, Alan Smith, Nick Lincoln, Carl Wedger
Financial Planner Life Podcast – Sam Oakes
FT Adviser Podcast
Adviser 3.0 – Abraham
Behaviour Gap Radio – Carl Richards
BulletProof Entrepreneur – Alan Smith
Financial Advisor Success – Michael Kitces
It's Not About The Money – Catherine Morgan
Maven Money – Andy Hart
The Advice Show – Citywire
The Financial Life Coach
The Human Side Of Money
Institutes to achieve your level 4 diploma:
Chartered Institute Of Insurance
Chartered Institute of Securities and Investments
London Institute Of Finance and Banking
Paraplanning Outsourcing: (DM to add yours)
BAM Paraplanning – Beth Messenger
Training Providers: (DM to add yours)
NextGen Planners
Redmill (Bespoke Training Solutions)
Brand
Upcoming Webinars: (DM to get yours added)
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Events coming up: (DM if one isn’t listed)
The Gen Dit Network; Military Networking Event – 29th? March
TRAP (The Real Adviser Podcast) event in London – 14th May
Reading list: (DM to add)
Anything by Nick Murray
How I Raised Myself From Failure To Success In Selling – Frank Bettger
Enough – Paul Armson
The Number – Lee Eiesenberg
The Psychology of Money – Morgan Housel
Institutes to achieve your level 4 diploma:
Chartered Institute Of Insurance
Chartered Institute of Securities and Investments
London Institute Of Finance and Banking
Paraplanning Outsourcing: (DM to add yours)
BAM Paraplanning – Beth Messenger
Training Providers: (DM to add yours)
NextGen Planners
Redmill (Bespoke Training Solutions)
Brand
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Financial Adviser Publications:
Citywire New Model Adviser
Professional Adviser
FT Adviser
Money Marketing
Recruitment Firms:
Exchange Street
Paul Harper Search
Recruit UK
Artemis Financial Recruitment
Nelson Scott
Finance Recruitment Solutions
BWD Search & Selection
Ortus Recruitment
IDEX Consulting
I support individuals and corporate candidates to pass their regulated financial services exams. Training | Qualifications | Diploma | Advanced Diploma | Academy
1 周Wow, that’s some list there! Good work Benjamin Beck - exactly what we need! Thank you also for the mention, so very kind of you! ??????
Guangdong Grandeur International Exhibition Group
2 周congrats！
CEO & Founder at Hoxton Wealth | Investment & Financial Markets | Managing $2.7 Billion in Assets | Loving husband & father
3 周Thanks for the mention Benjamin Beck, it's great to be part of a list like this!
Founder of The IFA VA: Providing outsourced Ops & Admin Support. Affiliate of the Consumer Duty Alliance, Associate member of FEIFA & Member of the Institute of Administrative Management
3 周Thank you so much for the shout out, its a cracking list to be part of and really useful!
Right People. Real Growth. No fluff. I help SME & Boutique Financial Advisory firms find the right advisers — the kind who don’t just fit in, but push your business forward. ?? 07815 900 197 [email protected]
3 周Thanks for the mention Ben, your name came up in conversation the other day. I wa talking to someone who has just started the Verve Programme