The crazy world of job titles!
We hope you had a restful break and are raring to go for the New Year – we most definitely are!
Michelle kicks off this month’s mailer with a video explaining how important job titles are to growing your business.
We’re also delighted to announce January sees the beginning of work on the new Paraplanning Standard, a subject dear to our hearts. After an enthusiastic initial meeting of the drafting committee, we can’t wait to see how things take shape from here!
Our warmest congratulations go out to not one, not two, but THREE amazing firms who all achieved BS 8577, with advisers also achieving ISO 22222, in December 2016! We couldn’t be more proud to welcome Rock Wealth from Cheltenham, Belfast-based AKFP Group and Newport’s Gould Financial Planning into our certified ‘family’.
The WOWW! Hour™ this month sees Michelle spending time with Stuart Poonawala of Kubera Wealth. Stuart is an incredibly passionate, creative, forward-thinking adviser and you can watch The WOWW! Hour™ with Stuart on our YouTube channel here.
Our usual WOWW! round-up closes this issue with some of the best tips and tricks around – please click here to read the mailer in full.
Welcome to 2017 everyone!