A platform for growth in your financial planning business πŸš€ Part of the @NxtGen_Progress Family πŸ™Œ

UK
Joined October 2021
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NEW RESOURCE! Advice Stack members now get access to our 90-day one-page business plan πŸ‘Œ βœ… Identify risks, opportunities, goals and actions βœ… Exclusively designed for Advice Stack members Find out more πŸ‘‰ bit.ly/3GBC7rP
NEW DISCOUNT! πŸŽ‰ Advice Stack members can now get a FREE Brand & Website Audit with @PLOTTCreative πŸ™Œ Find out more πŸ‘‰ bit.ly/3GBC7rP
NEW: The latest member of our Marketplace are the awesome @BeyondEncrypt with Mailock πŸ’₯ βœ… End-to-end encryption βœ… 2FA Authentication βœ… Helps you remain compliant Discount exclusive to Advice Stack members. Join us πŸ‘‰ bit.ly/3I6mFnZ
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Tomorrow at 1PM πŸ‘‡ 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 πŸ‘‰ bit.ly/3I6mFnZ
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NEW: 10% off at @Knudge πŸ™Œ Advice Stack members can now get an exclusive discount on client accountability tool Knudge for the first 12 months πŸŽ‰ Find out more πŸ‘‰ bit.ly/3q4RTpk
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Our first event of 2022 πŸ‘‡ How to find great professionals to work with from @Adam_Nextgen πŸ‘ πŸ—“ 6th January 2022 πŸ• 1PM EXCLUSIVE for Advice Stack members πŸ‘€ Join us: bit.ly/3EWorpB
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As a financial service hero, what are you looking to develop most this year? πŸ‘‡
13%More Qualifications
31%More Clients
51%Be More Efficient
4%Other (specify below)
45 votes β€’ Final results
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We've added LOADS of new Q1 2022 events into our events section this morning, EXCLUSIVE for Advice Stack members πŸ™Œ Including sessions from @Adam_Nextgen, @Paul_BarnesACCA, @AskAdamOwen and many more! Find out more πŸ‘‰ bit.ly/3y9LHyw
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NEW: We're very excited to announce that Advice Stack members can now get 15% off with @DynamicPlanner πŸŽ‰ Find out more πŸ‘‰ bit.ly/3y9LHyw
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NEW DISCOUNT! We've teamed up with our friends at @Navigatus1 to offer Advice Stack members 6 months of service with no retainer πŸŽ‰ Find out more πŸ‘‰ bit.ly/3I03Rau
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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 πŸ‘‰ Β£557/month With Advice Stack πŸ‘‰ Β£375/month Find out more: bit.ly/3nkNPzH
NEW DISCOUNT! πŸ™Œ Get 25% off Pension Hunting Technology @getmintago with your Advice Stackβ„’ membership πŸŽ‰ Find out more πŸ‘‰ bit.ly/3Cm1XwO
Fancy another Advice Stack? πŸ‘€ This combo includes @advicefront + @Timeline_Tech + @VestdHQ πŸš€ Price without Advice Stack discounts = Β£298/month With Advice Stack discounts = Β£253/month πŸ™Œ See all of our discounts πŸ‘‰ bit.ly/3HcFFkK
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We have an exclusive weekly show in Advice Stack called Stack Chats πŸ—£ This week we chatted with @gweirydd from @elensoftware about how financial planning firms can use their CRM to grow πŸš€ Find out more πŸ‘‰ bit.ly/30mhAYj
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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 πŸš€ Find out more πŸ‘‰ bit.ly/3D3yuJa
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In Episode 3 of our Advice Stack exclusive show Stack Chats, we're joined by @gweirydd from @elensoftware πŸ‘‹ He's going to be chatting to @danatnextgen about how to use a CRM system to grow your financial planning business πŸš€ Find out more πŸ‘‰ bit.ly/3CZMROO
Let's build an Advice Stack... @PrestwoodTruth + @elensoftware + @MoneyAliveLtd Without Advice Stack Marketplace πŸ‘‰ Β£361/month With Advice Stack Marketplace πŸ‘‰ Β£220/month Find out more: bit.ly/3BPLXDa
Exclusive discounts from trusted providers in our profession, including: βœ… @VestdHQ βœ… @EV_evalue βœ… @advicefront βœ… @moneyinfotech βœ… @iress With LOADS more to come πŸ‘€ Book a demo πŸ‘‰ bit.ly/3b2QoQa
To celebrate the launch of @AdviceStack, we want to hear from you πŸ‘‡ What do you think is the MOST important thing to help your small financial planning business grow?
48%A Great Team
19%Great Technology
26%Great Support
7%Something else (reply)
27 votes β€’ Final results
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Thanks, Claire! πŸ˜„