Adviser 3.0

Day 21 of the Adviser 3.0 advent calendar, and today we're reflecting on an age-old question...🎄 Why is it so difficult to find a great Paraplanner? Today's guest blog, from Sian Ulia Davies Cole CFPᵀᴹ MCSI Chartered ALIBF at Plan Works, explores both why it's so hard to recruit paraplanners - AND what can be done about it 🚀 Read more: https://lnkd.in/e9ERXvXS #adviser3point0 #financialadvisers #paraplanning

It's day 20 of the Adviser 3.0 advent calendar!🎄 Tonight, Cheshta Dhingra from Timeline is back with a must-read! "The Great Race for Returns against Inflation" explores how inflation can erode your investment gains, and why real returns offer a clearer picture of financial progress. This research provides essential insights on inflation’s impact, and how to keep your investments on track 🚀 Catch up now - https://lnkd.in/e9kF4ha7 #financialadvisers #adviser3point0 #investing

It's day 19 of the Adviser 3.0 advent calendar! 🎄 Today's webinar, "Financial Planning M&A: The True Story" features leading M+A expert Louise Jeffreys, Phil Patient , Group COO of HFMC Wealth and Nick Frank, ex-Principal at Weston Cummins (sold to HFMC Wealth in June 2023) Louise interviews both business seller AND business buyer – giving you unique behind the scenes insights of the M&A experience. They also explore both why businesses are being sold at a significant pace, and what a real deal truly look like. Catch up 👉🏼 https://lnkd.in/eWS-e5S8

It's day 17 of the Adviser 3.0 advent calendar 🎄 Today, we're shining a light on Parmenion's 2024 annual gender and race diversity study. Earlier this year, they asked 52 of the fund managers they work with across their core solutions to share their data on the gender diversity and ethnicity of their staff and board members. The results might surprise you 💭 Catch up here: https://lnkd.in/eZVsGEWd #financialplanning #adviser3point0 #investing #financialadvisers

It's day 16 of the Adviser 3.0 advent calendar! 🎄 Tonight, it's our recent webinar "Going Solo: Creating A Profitable Solo Practice On Your Terms", featuring successful solo practitioners Warren Shute CFP®and Paul Cleworth. Moderated by Kate Phillips from Timeline this webinar is an absolute must-watch. It provides helpful actionable tips on the critical steps to building a successful firm, catering to those who've just branched out on their own, AND those looking to build and grow as solo advisers 🚀 Watch now and be inspired - https://lnkd.in/eWDqTXPb

Coming in hot with another speaker announcement! 📢 We're delighted to announce Tom Morgan, founder and financial planner at Orca Wealth as a speaker at Adviser 3.0 2025! He'll be dropping some serious knowledge as one of our "Ted Talk" speakers, so grab your ticket now to ensure you don't miss out. #adviser3point0 #financialplanning #conference https://lnkd.in/eT8Fwj3r

It's Day 15 of the Adviser 3.0 advent calendar! 🎄 Today, Timeline's Cheshta Dhingra shares her thoughts on Stewardship in investing - and how it enables sustainability and profitability to coexist. Catch up: https://lnkd.in/erGzxtfb #stewardship #investing #adviser3point0

Day 14 of the Adviser 3.0 advent calendar! It's a good one🎄 Today you'll learn how to get out of your own way, build a cohesive team, and drive collaboration for a thriving financial planning firm. 🚀 Consultant Rebecca Timmins shows you how: https://lnkd.in/e6YwqFnS #financialplanning #businessgrowth #adviser3point0

We’ve got something special for you! 🎬 Our team has recreated that iconic scene from Love Actually (you know the one!) to share some festive cheer and an exclusive surprise just for you. 📢 Watch until the end to reveal a 15% discount on tickets for the Adviser 3.0 2025 Conference — don’t miss it! ⏰ Hurry — the discount ends at 11:55 PM on 18th December. 🎥 Check out the video below and grab your spot! #Adviser3Point0 #LoveActually #ExclusiveDiscount #Event2025 Lorna Pissarro Jake Usher

It's day 13 of the Adviser 3.0 advent calendar, and today it's Timeline CEO Abraham Okusanya!🎄 His recent blog explores how large firms are losing ground as entrepreneurial advisers break away to form their own businesses. 🚀 This ongoing cycle of consolidation is leading to unintended consequences, much like the famous "Cobra Effect." 🐍 Catch up: https://lnkd.in/eriFDYXM #adviserconsolidation #entrepreneurship #financialservices