
A platform for growth in your financial planning business π Part of the @NxtGen_Progress Family π
UK
Joined October 2021
- Tweets21
- Following107
- Followers170
- Likes8
NEW RESOURCE!
Advice Stack members now get access to our 90-day one-page business plan π
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Identify risks, opportunities, goals and actions
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Exclusively designed for Advice Stack members
Find out more π bit.ly/3GBC7rP
NEW DISCOUNT! π
Advice Stack members can now get a FREE Brand & Website Audit with @PLOTTCreative π
Find out more π bit.ly/3GBC7rP
NEW: The latest member of our Marketplace are the awesome @BeyondEncrypt with Mailock π₯
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End-to-end encryption
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2FA Authentication
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Helps you remain compliant
Discount exclusive to Advice Stack members.
Join us π bit.ly/3I6mFnZ
Tomorrow at 1PM π
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 β‘οΈ
Join us π bit.ly/3I6mFnZ
NEW: 10% off at @Knudge π
Advice Stack members can now get an exclusive discount on client accountability tool Knudge for the first 12 months π
Find out more π bit.ly/3q4RTpk
Our first event of 2022 π
How to find great professionals to work with from @Adam_Nextgen π
π 6th January 2022
π 1PM
EXCLUSIVE for Advice Stack members π
Join us: bit.ly/3EWorpB
Advice Stack retweeted
As a financial service hero, what are you looking to develop most this year? π
13%More Qualifications
31%More Clients
51%Be More Efficient
4%Other (specify below)
45 votes β’ Final resultsWe've added LOADS of new Q1 2022 events into our events section this morning, EXCLUSIVE for Advice Stack members π
Including sessions from @Adam_Nextgen, @Paul_BarnesACCA, @AskAdamOwen and many more!
Find out more π bit.ly/3y9LHyw
NEW: We're very excited to announce that Advice Stack members can now get 15% off with @DynamicPlanner π
Find out more π 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 π
Find out more π 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 π Β£557/month
With Advice Stack π Β£375/month
Find out more: bit.ly/3nkNPzH
NEW DISCOUNT! π
Get 25% off Pension Hunting Technology @getmintago with your Advice Stackβ’ membership π
Find out more π bit.ly/3Cm1XwO
Fancy another Advice Stack? π
This combo includes @advicefront + @Timeline_Tech + @VestdHQ π
Price without Advice Stack discounts = Β£298/month
With Advice Stack discounts = Β£253/month π
See all of our discounts π bit.ly/3HcFFkK
We have an exclusive weekly show in Advice Stack called Stack Chats π£
This week we chatted with @gweirydd from @elensoftware about how financial planning firms can use their CRM to grow π
Find out more π 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 π
Find out more π bit.ly/3D3yuJa
In Episode 3 of our Advice Stack exclusive show Stack Chats, we're joined by @gweirydd from @elensoftware π
He's going to be chatting to @danatnextgen about how to use a CRM system to grow your financial planning business π
Find out more π bit.ly/3CZMROO
Let's build an Advice Stack...
@PrestwoodTruth + @elensoftware + @MoneyAliveLtd
Without Advice Stack Marketplace π Β£361/month
With Advice Stack Marketplace π Β£220/month
Find out more: bit.ly/3BPLXDa
Exclusive discounts from trusted providers in our profession, including:
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@VestdHQ
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@EV_evalue
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@advicefront
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@moneyinfotech
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@iress
With LOADS more to come π
Book a demo π bit.ly/3b2QoQa
Advice Stack retweeted
To celebrate the launch of @AdviceStack, we want to hear from you π
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


