The Top Class Wednesday Update embraces both features and bugs
In this week’s TCWU Mark explores why advice complexity persists – and why it may be a feature, not a flaw.
Dispatches from the newest lang cat
Marketing and events cat Jamie reflects on a whirlwind first week and what he took away from his experience at New Blood.
The Top Class Wednesday Update rarely features in guidance class
This week, a thought experiment from Steve, and the visibility (or lack of it) of careers in financial planning.
Financial Planning LIVE: The handover
The latest set of intrepid planners who took on the challenge of Financial Planning LIVE. And they nailed it.
New Blood: A tale from both sides
The risks, but mostly the benefits, of attracting new talent to the profession – as told by one director and one new joiner.
New Blood 2: What’s on the agenda
Join us at New Blood 2: No Wrong Path to continue the conversation on new talent and showcasing financial planning to the next generation.
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.
HomeGame 5: What’s on the agenda
A deep dive into what to expect at HomeGame 5 – now officially CPD certified.
Does your firm need a CTO?
Are chief technology officers set to become the next must-have role in advice? And what’s more important – cool tech or provider basics?
AI and paraplanning: How to get ready
With the rapid pace of AI, the role of the paraplanner is set to evolve. It’s worth thinking about the implications sooner rather than later.
