Friday Live now on-demand: Lombard Loans and P1 Investment After a quick summary of P1, Shaun explains by presentation the main features and benefits of the facility for advisers and their clients. Keep an eye out for more Friday Live sessions as we are bring more each month.

My latest musings on Octo are on the super-powers to be found in belonging to professional networks. With hat-tips to Neil Parker Dan Haylett and the TRAP: The Real Adviser Podcast gang. Hope it’s of some passing interest. In the Personal Development Space.

We are all genuinely pleased to now be part of the MRM Group. To find out more and how exciting this is for the community, you can read more here: octomembers.com/octo-member-we…

Preparing for an FCA visit is the next session in our next ‘Friday Live’ series. Always informative, Chris Davies will be leading the session but usual member Q&A to follow. Friday 25th at 1pm. All members welcome.

My latest musings for @octomembers. In the Marketing & Brand Space if you fancy a read.

Huge fan of everything that Phil, Shannon and DC are doing to help Ukraine. Here I am as their guest at the British-Ukrainian Aid tenth anniversary dinner at Vintners Hall this evening. Very proud of you all. Phil Billingham David Crozier

New on Octo: in the latest interview in our ongoing Adviser Insight series Lee Robertson FCSI FRSA chats to Daniel Williams on financial planning, the PFS, and his hopes for the profession.

Ahead of the live Mouthy Money Budget Podcast, co-host and Octo contributing editor, Edmund H Greaves 🥑 feels amidst all the speculation ‘duty bound’ to talk about it in his latest article for us. Available in the Economics and Politics Space folks.

Coming Wednesday in the Behavioural Insights Space, Daniel Crosby chats with Lee on building empathy and trust with clients, sources of learning and development, the aims of his new book and a lot more. A packed half hour of practical ideas and thinking as always from Daniel.

New article on Octo from Edmund H Greaves 🥑. The Bank of England is set to announce its latest monetary policy decision on Thursday, 7 November. At the very top of its list this time will be, no doubt, some soothing words in the wake of the Labour Budget. Read more in the Economics Space

New Gr8 Debate video on @octomembers: I had the absolute pleasure and privilege of catching up with Daniel Crosby for a chat about building empathy and trust with clients, his latest book and a whole lot more. Heartily recommended folks.

Always a pleasure to catch up with Lee. He is far too kind in his words, it's great to be part of the community. Join & tune in.

I just wanted to say a massive good luck to everyone attending the Women in Financial Advice Awards this evening and who will be crossing their fingers for a call from the stage. You all make such a massive contribution to the profession you are all winners!

For those that want to stare at us @mavenadviser @alanjlsmith @carlwidger @hattipnick, the most recent pile of TRAP (Episode 57) is also on our YouTube channel. You know what to do: Like and Subscribe! youtu.be/9mLBJNO19yQ

New video on @octomembers where I chat to Personal Finance Society Chair, Christine Elliott, in an exclusive session about her role, aims for the PFS as a professional body, raising the profile of advice, the forthcoming AGM and much more. Lots of ground covered and well worth a watch folks.

Our latest Adviser Insight session features Sophie Haslehurst of Integrity365 chatting with Lee on her career, her specialisations and those she admires. A Women in Financial Advice finalist and highly accomplished planner this is well worth watching.

New Adviser Insight video session on Octo featuring Tommy Watson of Paradigm Norton chatting to Lee Robertson FCSI FRSA about his career paths, serving clients, helping colleagues make meaningful progress. Highly recommended viewing.

In this Candid Conversation with Gary Abela of Re:LoA the discussion explores how AI and policy interrogation is already helping multiple advice firms in terms of time and accuracy. Accompanying the post and video are details of a special offer for financial planners who sign up.

𝗣𝗿𝗼𝗴𝗣𝗹𝗮𝗻 𝗶𝘀 𝗯𝗮𝗰𝗸 𝗼𝗻 𝘁𝗵𝗲 𝟮𝟳𝘁𝗵 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟱 𝗶𝗻 𝗟𝗼𝗻𝗱𝗼𝗻 The must-attend conference for progressive planners & forward-thinkers! The main theme in London will be the financial planning tech stack. Save the date & stay tuned for more details.