Advice Stack (@advicestack) 's Twitter Profile
Advice Stack

@advicestack

A platform for growth in your financial planning business πŸš€

Part of the @NxtGen_Progress Family πŸ™Œ

ID: 1446049862080946178

linkhttp://www.nextgenplanners.co.uk/advicestack calendar_today07-10-2021 09:48:55

21 Tweet

177 Followers

111 Following

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Hello πŸ‘‹ We are a new monthly service to help small financial planning firms grow πŸš€ βœ… 140+ templates βœ… 25+ discounts including @CashCalc, Elen Financial Software, Prestwood Truth and more (with loads to come) βœ… A community of peers Are you #readytogrow? πŸ‘‰ bit.ly/3b2QoQa

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To celebrate the launch of Advice Stack, we want to hear from you πŸ‘‡ What do you think is the MOST important thing to help your small financial planning business grow?

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Exclusive discounts from trusted providers in our profession, including: βœ… Vestd βœ… @EV_evalue βœ… Advicefront βœ… Moneyinfo βœ… Jie With LOADS more to come πŸ‘€ Book a demo πŸ‘‰ bit.ly/3b2QoQa

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Let's build an Advice Stack... Prestwood Truth + Elen Financial Software + Money Alive Without Advice Stack Marketplace πŸ‘‰ Β£361/month With Advice Stack Marketplace πŸ‘‰ Β£220/month Find out more: bit.ly/3BPLXDa

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In Episode 3 of our Advice Stack exclusive show Stack Chats, we're joined by G 🏴󠁧󠁒󠁷󠁬󠁳󠁿 from Elen Financial Software 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

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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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We have an exclusive weekly show in Advice Stack called Stack Chats πŸ—£ This week we chatted with G 🏴󠁧󠁒󠁷󠁬󠁳󠁿 from Elen Financial Software about how financial planning firms can use their CRM to grow πŸš€ Find out more πŸ‘‰ bit.ly/30mhAYj

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Fancy another Advice Stack? πŸ‘€ This combo includes Advicefront + Timeline + Vestd 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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NEW DISCOUNT! πŸ™Œ Get 25% off Pension Hunting Technology Mintago with your Advice Stackβ„’ membership πŸŽ‰ Find out more πŸ‘‰ bit.ly/3Cm1XwO

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It's Stack time! Let's build one in 20 seconds... Client Engagement Tool - Asset-Map + A Back Office - Prestwood Truth + 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

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NEW DISCOUNT! We've teamed up with our friends at Navigatus to offer Advice Stack members 6 months of service with no retainer πŸŽ‰ Find out more πŸ‘‰ bit.ly/3I03Rau

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NEW: We're very excited to announce that Advice Stack members can now get 15% off with Dynamic Planner πŸŽ‰ Find out more πŸ‘‰ bit.ly/3y9LHyw

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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 Carolan, Paul Barnes, @AskAdamOwen and many more! Find out more πŸ‘‰ bit.ly/3y9LHyw

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Our first event of 2022 πŸ‘‡ How to find great professionals to work with from Adam Carolan πŸ‘ πŸ—“ 6th January 2022 πŸ• 1PM EXCLUSIVE for Advice Stack members πŸ‘€ Join us: bit.ly/3EWorpB

Our first event of 2022 πŸ‘‡

How to find great professionals to work with from <a href="/Adam_Nextgen/">Adam Carolan</a> πŸ‘

πŸ—“ 6th January 2022
πŸ• 1PM 

EXCLUSIVE for Advice Stack members πŸ‘€

Join us: bit.ly/3EWorpB
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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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Tomorrow at 1PM πŸ‘‡ In the latest of our host of January events, Adam Carolan is joined by Paul Barnes to chat about working with accountants to supercharge referrals ⚑️ Join us πŸ‘‰ bit.ly/3I6mFnZ

Tomorrow at 1PM πŸ‘‡

In the latest of our host of January events, <a href="/Adam_Nextgen/">Adam Carolan</a> is joined by <a href="/Paul_BarnesACCA/">Paul Barnes</a> to chat about working with accountants to supercharge referrals ⚑️

Join us πŸ‘‰ bit.ly/3I6mFnZ
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NEW: The latest member of our Marketplace are the awesome Beyond Encryption 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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NEW DISCOUNT! πŸŽ‰ Advice Stack members can now get a FREE Brand & Website Audit with PLOTT πŸ™Œ Find out more πŸ‘‰ bit.ly/3GBC7rP

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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 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