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 embraces the squiggle
Mark gives his take on an epic HomeGame 5 and the beauty of squiggly careers.
The Top Class Wednesday Update needs to be experienced
Beyond the usual horror stories on service, we are hearing some positive ones too. Steve says it’s time to acknowledge the good with the bad.
The Top Class Wednesday Update says thanks for fifteen years
Mark Polson muses on the passage of time and takes a dive into the FCA’s retirement income statistics…
HomeGame 5: What’s on the agenda
A deep dive into what to expect at HomeGame 5 – now officially CPD certified.
The Top Class Wednesday Update has some headspace between nine and quarter past three
Steve conducts some renegade research ahead of official data on what those at the start of their adult lives think about planning and financial education.
TCWU hasn’t declined over the last three years, or has it?
Mark Polson looks at the declining number of advice firms and registered individuals – maybe the young people we have coming to HomeGame 5 will help with that…
Finding the advisers of the future
Considering a career in financial advice, or know someone that would be a great fit for the profession? Start here with Future Financial Adviser.
The Top Class Wednesday Update is out for (new) blood
Mark is chatting about PFS’s big money splash, our HomeGame 5 event and how we get fresh blood into financial planning without terrifying them with structure, maths or selling.
The Top Class Wednesday Update is an old softy really
Mark’s Updating again this week and he’s been looking at SJP’s new charging structure.
