Advice Stack @AdviceStack
A platform for growth in your financial planning business 🚀 Part of the @NxtGen_Progress Family 🙌 nextgenplanners.co.uk/advicestack UK Joined October 2021-
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NEW RESOURCE! Advice Stack members now get access to our 90-day one-page business plan 👌 ✅ Identify risks, opportunities, goals and actions ✅ Exclusively designed for Advice Stack members Find out more 👉 bit.ly/3GBC7rP
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NEW DISCOUNT! 🎉 Advice Stack members can now get a FREE Brand & Website Audit with @PLOTTCreative 🙌 Find out more 👉 bit.ly/3GBC7rP
NEW: The latest member of our Marketplace are the awesome @BeyondEncrypt with Mailock 💥 ✅ End-to-end encryption ✅ 2FA Authentication ✅ Helps you remain compliant Discount exclusive to Advice Stack members. Join us 👉 bit.ly/3I6mFnZ
Tomorrow at 1PM 👇 In the latest of our host of January events, @Adam_Nextgen is joined by @Paul_BarnesACCA to chat about working with accountants to supercharge referrals ⚡️ Join us 👉 bit.ly/3I6mFnZ
NEW: 10% off at @Knudge 🙌 Advice Stack members can now get an exclusive discount on client accountability tool Knudge for the first 12 months 🎉 Find out more 👉 bit.ly/3q4RTpk
Our first event of 2022 👇 How to find great professionals to work with from @Adam_Nextgen 👍 🗓 6th January 2022 🕐 1PM EXCLUSIVE for Advice Stack members 👀 Join us: bit.ly/3EWorpB
Advice Stack retweeted
As a financial service hero, what are you looking to develop most this year? 👇
We've added LOADS of new Q1 2022 events into our events section this morning, EXCLUSIVE for Advice Stack members 🙌 Including sessions from @Adam_Nextgen, @Paul_BarnesACCA, @AskAdamOwen and many more! Find out more 👉 bit.ly/3y9LHyw
NEW: We're very excited to announce that Advice Stack members can now get 15% off with @DynamicPlanner 🎉 Find out more 👉 bit.ly/3y9LHyw
NEW DISCOUNT! We've teamed up with our friends at @Navigatus1 to offer Advice Stack members 6 months of service with no retainer 🎉 Find out more 👉 bit.ly/3I03Rau
It's Stack time! Let's build one in 20 seconds... Client Engagement Tool - @AssetMapLLC + A Back Office - @PrestwoodTruth + A Cashflow Tool - @EV_evalue. Before Advice Stack 👉 £557/month With Advice Stack 👉 £375/month Find out more: bit.ly/3nkNPzH
NEW DISCOUNT! 🙌 Get 25% off Pension Hunting Technology @getmintago with your Advice Stack™ membership 🎉 Find out more 👉 bit.ly/3Cm1XwO
Fancy another Advice Stack? 👀 This combo includes @advicefront + @Timeline_Tech + @VestdHQ 🚀 Price without Advice Stack discounts = £298/month With Advice Stack discounts = £253/month 🙌 See all of our discounts 👉 bit.ly/3HcFFkK
We have an exclusive weekly show in Advice Stack called Stack Chats 🗣 This week we chatted with @gweirydd from @elensoftware about how financial planning firms can use their CRM to grow 🚀 Find out more 👉 bit.ly/30mhAYj
Here it is: our first SPRINT! In just 2 weeks, our Advice Stack members will be coached and guided through a process of refreshing their client experience 🚀 Find out more 👉 bit.ly/3D3yuJa
In Episode 3 of our Advice Stack exclusive show Stack Chats, we're joined by @gweirydd from @elensoftware 👋 He's going to be chatting to @danatnextgen about how to use a CRM system to grow your financial planning business 🚀 Find out more 👉 bit.ly/3CZMROO
Let's build an Advice Stack... @PrestwoodTruth + @elensoftware + @MoneyAliveLtd Without Advice Stack Marketplace 👉 £361/month With Advice Stack Marketplace 👉 £220/month Find out more: bit.ly/3BPLXDa
Exclusive discounts from trusted providers in our profession, including: ✅ @VestdHQ ✅ @EV_evalue ✅ @advicefront ✅ @moneyinfotech ✅ @iress With LOADS more to come 👀 Book a demo 👉 bit.ly/3b2QoQa
Advice Stack retweeted
To celebrate the launch of @AdviceStack, we want to hear from you 👇 What do you think is the MOST important thing to help your small financial planning business grow?
Hello 👋 We are a new monthly service to help small financial planning firms grow 🚀 ✅ 140+ templates ✅ 25+ discounts including @cashcalc, @elensoftware, @PrestwoodTruth and more (with loads to come) ✅ A community of peers Are you #readytogrow? 👉 bit.ly/3b2QoQa
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David Penney @DavidPenneyPRW
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Paul Carlier @Carlier_J87
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Neil F Liversidge @NeilFLiversidge
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Target Group @TargetGroupLtd
3K Followers 3K Following We're a leading provider of operational transformation solutions & BPO across lending, savings & investments. Join our mailing list below for content & updates
Charlie Barker @_CharlieBarker_
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Mary McDougall @marymcdougall13
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Sonia Rach @sonia_rach
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