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The Adviser Mastermind

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New Broad Street House

New Broad Street

London

EC2M 1NH

United Kingdom

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The reality is that for as long as I've been an financial adviser and planner most of my best ideas have come from other people.

Mostly it's been from fellow advisers when we've spent time exploring ideas and strangely most advisers I speak to understand the benefit of spending some time regularly to share best practice and talk about how we can all be better advisers together...regardless of what business we work in.

This is the reason I'm setting up a trial run of 'the adviser mastermind'...as a forum for Advisers where we can talk about the challenges of financial advice and planning, to share best practice and to network and build professional connections.

The format will be either defined by one individuals particular challenge or an issue many in the group want to talk about (I know there's a few I'd like some support on!).

We'll also be focussing on the challenges of practicing advisers as opposed to the challenges of financial planning business owners (or directors). You may sit in both camps but this group is purely designed on supporting each other to help us all improve how we are as advisers and planners.

If you're a financial planning business owner or director and you want business owner and director support it's worth attending the next gen mastermind specifically designed to support you... you can find more information on this group here - https://www.tickettailor.com/checkout/view-event/id/111610/chk/4396

For the first meeting we're going to cap the numbers initially at 15 and it'll be obviously run on a 'Chatham house rule' basis.

The 'trial run' for this is going to be on the 1st of November at New Broad Street House (just by Liverpool Street Station) and we expect tickets to be gone pretty soon...so book your place today.
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New Broad Street House

New Broad Street

London

EC2M 1NH

United Kingdom

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