Sean McKinven’s Newsround: 3 November
Life, the Universe and Everything – plus AI, writing to engage clients and exclamation marks in work emails.
The Top Class Wednesday Update will build you a lovely universe
Mark suggests a new exam for advice pros: universe-building, aka the skill of creating a successful financial planning proposition.
Sean McKinven’s Newsround: 27 October
This week: Embracing regulation, the FIRE movement and an increase in failure to notify penalties for CGT.
The Top Class Wednesday Update does not like being treated like a hotel
Ian’s in the TCWU chair this week with a PR Guide for Teenagers (and perhaps for financial services firms too).
Sean McKinven’s Newsround: 20 October
Celtic’s ex-shareholders, the future of ESG and possibly the $35trn end of the world.
Notes and impressions from Financial Planning Live
HomeGame 5 saw our first theatre experiment, showing financial planning live and in high definition. Nicola and Jennifer Ellis share what the process was like.
The Top Class Wednesday Update ponders about porridge
There’s change in the air as Hannah Godfrey makes her TCWU debut…
Sean McKinven’s Newsround: 13 October
This week featuring JP Morgan entering the D2C fray, the FCA’s position on crypto and tales of finding Michael Gove in the pub.
The Top Class Wednesday Update squares a circle, or circles a square
Mark on Standard Life’s new £1k fixed fee advice service and how it links with training and the advice gap.
Sean McKinven’s Newsround: 6 October
Autumn has arrived, and with it coverage about fund managers’ image problems, Gary Lineker, and of course, HomeGame 5.
