andybroon
@1andybroon
ID: 1005838029775400960
10-06-2018 15:44:08
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Virtual Drinks Weds 5pm: @IanBeestin takes the bar stool to offer practical suggestions for the digital age, in response to recent research covid has made it more difficult for advisers to attract new clients. Via app.octomembers.com or DM Lee Robertson FCSI FRSA or Sorrel Mulhall
1PM TOMORROW: Trust in Bonds Lee Robertson FCSI FRSA asks your q's of Mark Green, Tax and Trust Specialist & Mark Lambert, Head of Onshore Bond Distribution HSBC UK. DGTs, Loan, Gift & Probate, onshore bonds, deed of variation and Trust Registration service - brighttalk.com/webcast/460176
New on the app: A growing member debate in response to an article by john lappin ‘We never hear from the insurance refuseniks’ which addresses the issue of advisers recommending, or not, protection for clients. Come joins the debate via app.octomembers.com #forpractitioners
New on the app: The year in investment part 1; ‘ESG, bubbles, toil and market troubles’ by Gary Shepherd Via app.octomembers.com #forpractitioners
New on the app: Another in our ongoing #Gr8 Debate series as Gary Shepherd chats to Mark Dampier on topical investment themes. Available via app.octomembers.com #forpractitioners
On the app: we are pleased to have Faith Liversedge explaining her views of storytelling in content marketing as part of our brand and marketing themed month. Enjoy this preview and full interview available tomorrow via app.octomembers.com #forpractitioners
A very busy week with member spotlights of @heatherahopkins & Krystle Skelton a punchy live session by @TheRainClan, our weekly live Hot Topic talking EM, articles by john lappin Sam Shaw & @philbray73 plus details of a session in May by Alan Smith on alternate fee models
Popular on Octo: john lappin opines 'Government compensation for LCF undermines buyer beware even further' app.octomembers.com #forpractitioners #regulation
Starting off my annual leave and ending the week, with news that makes me feel proud. My protection training course is now officially accredited by CPD U.K. through @octomembers and also within the IFW (Institute for Financial Wellbeing) Feeling a little teary at the feedback. Thank you 😊
How can protection help to future proof your business? Watch our latest #ExpertSeries vodcast with Rose St Louis (she/her), Protection Director and Siobhan Barrow, Head of Intermediary Distribution to find out why client protection conversations are so important.
Well said Rose St Louis (she/her) a lot more protection intergenerational conversations welcomed & needed in our industry