𝗣𝗿𝗼𝗴𝗣𝗹𝗮𝗻 𝗶𝘀 𝗯𝗮𝗰𝗸 𝗼𝗻 𝘁𝗵𝗲 𝟮𝟳𝘁𝗵 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟱 𝗶𝗻 𝗟𝗼𝗻𝗱𝗼𝗻 The must-attend conference for progressive planners & forward-thinkers! The main theme in London will be the financial planning tech stack. Save the date & stay tuned for more details.

In this Candid Conversation with Gary Abela of Re:LoA the discussion explores how AI and policy interrogation is already helping multiple advice firms in terms of time and accuracy. Accompanying the post and video are details of a special offer for financial planners who sign up.

New Adviser Insight video session on Octo featuring @tommywatsonFPFS of @paradigmnorton chatting to @leerobertson64 about his career paths, serving clients, helping colleagues make meaningful progress. Highly recommended viewing.

@Kathryn_Cura @johnnytimpson1 Such a brilliant series and resource. We are so pleased to be able to support it in some small way.

Our latest Adviser Insight session features Sophie Haslehurst of @Integrity365_ chatting with Lee on her career, her specialisations and those she admires. A Women in Financial Advice finalist and highly accomplished planner this is well worth watching.

RT @AdviserPodcast: For those that want to stare at us @mavenadviser @alanjlsmith @carlwidger @hattipnick, the most recent pile of TRAP (Ep…

RT @leerobertson64: New video on @octomembers where I chat to @pfsconf Chair, Christine Elliott, in an exclusive session about her role, ai…

RT @IFA_Dan: Always a pleasure to catch up with Lee. He is far too kind in his words, it's great to be part of the community. Join & tune i…

RT @leerobertson64: I just wanted to say a massive good luck to everyone attending the Women in Financial Advice Awards this evening and wh…

RT @leerobertson64: New Gr8 Debate video on @octomembers: I had the absolute pleasure and privilege of catching up with @danielcrosby for a…

New article on Octo from @edgreav. The Bank of England is set to announce its latest monetary policy decision on Thursday, 7 November. At the very top of its list this time will be, no doubt, some soothing words in the wake of the Labour Budget. Read more in the Economics Space

Coming Wednesday in the Behavioural Insights Space, @danielcrosby chats with Lee on building empathy and trust with clients, sources of learning and development, the aims of his new book and a lot more. A packed half hour of practical ideas and thinking as always from Daniel.

Ahead of the live @mouthymoney Budget Podcast, co-host and Octo contributing editor, @edgreav feels amidst all the speculation ‘duty bound’ to talk about it in his latest article for us. Available in the Economics and Politics Space folks.

New on Octo: in the latest interview in our ongoing Adviser Insight series @leerobertson64 chats to @IFA_Dan on financial planning, the PFS, and his hopes for the profession.

RT @leerobertson64: Huge fan of everything that Phil, Shannon and DC are doing to help Ukraine. Here I am as their guest at the @BritUkrAid…

RT @leerobertson64: My latest musings for @octomembers. In the Marketing & Brand Space if you fancy a read.

RT @octomembers: Preparing for an FCA visit is the next session in our next ‘Friday Live’ series. Always informative, @ChrisatMOUK will be…

Preparing for an FCA visit is the next session in our next ‘Friday Live’ series. Always informative, @ChrisatMOUK will be leading the session but usual member Q&A to follow. Friday 25th at 1pm. All members welcome.

We are all genuinely pleased to now be part of the @MRMComms Group. To find out more and how exciting this is for the community, you can read more here:

RT @leerobertson64: My latest musings on Octo are on the super-powers to be found in belonging to professional networks. With hat-tips to @…