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

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

Exclusive discounts from trusted providers in our profession, including: ✅ Vestd ✅ @EV_evalue ✅ Advicefront ✅ Moneyinfo ✅ Jie With LOADS more to come 👀 Book a demo 👉 bit.ly/3b2QoQa

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

In Episode 3 of our Advice Stack exclusive show Stack Chats, we're joined by G 🏴󠁧󠁢󠁷󠁬󠁳󠁿 from Elen Financial Software 👋 He's going to be chatting to @danatnextgen about how to use a CRM system to grow your financial planning business 🚀 Find out more 👉 bit.ly/3CZMROO

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 🚀 Find out more 👉 bit.ly/3D3yuJa

We have an exclusive weekly show in Advice Stack called Stack Chats 🗣 This week we chatted with G 🏴󠁧󠁢󠁷󠁬󠁳󠁿 from Elen Financial Software about how financial planning firms can use their CRM to grow 🚀 Find out more 👉 bit.ly/30mhAYj

Fancy another Advice Stack? 👀 This combo includes Advicefront + Timeline + Vestd 🚀 Price without Advice Stack discounts = £298/month With Advice Stack discounts = £253/month 🙌 See all of our discounts 👉 bit.ly/3HcFFkK

NEW DISCOUNT! 🙌 Get 25% off Pension Hunting Technology Mintago with your Advice Stack™ membership 🎉 Find out more 👉 bit.ly/3Cm1XwO

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 👉 £557/month With Advice Stack 👉 £375/month Find out more: bit.ly/3nkNPzH

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

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

We've added LOADS of new Q1 2022 events into our events section this morning, EXCLUSIVE for Advice Stack members 🙌 Including sessions from Adam Carolan, Paul Barnes, @AskAdamOwen and many more! Find out more 👉 bit.ly/3y9LHyw

As a financial service hero, what are you looking to develop most this year? 👇

Our first event of 2022 👇 How to find great professionals to work with from Adam Carolan 👍 🗓 6th January 2022 🕐 1PM EXCLUSIVE for Advice Stack members 👀 Join us: bit.ly/3EWorpB

NEW: 10% off at knudge 🙌 Advice Stack members can now get an exclusive discount on client accountability tool Knudge for the first 12 months 🎉 Find out more 👉 bit.ly/3q4RTpk

Tomorrow at 1PM 👇 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 👉 bit.ly/3I6mFnZ

NEW: The latest member of our Marketplace are the awesome Beyond Encryption with Mailock 💥 ✅ End-to-end encryption ✅ 2FA Authentication ✅ Helps you remain compliant Discount exclusive to Advice Stack members. Join us 👉 bit.ly/3I6mFnZ

NEW DISCOUNT! 🎉 Advice Stack members can now get a FREE Brand & Website Audit with PLOTT 🙌 Find out more 👉 bit.ly/3GBC7rP

NEW RESOURCE! Advice Stack members now get access to our 90-day one-page business plan 👌 ✅ Identify risks, opportunities, goals and actions ✅ Exclusively designed for Advice Stack members Find out more 👉 bit.ly/3GBC7rP