David Gibson CFP®

Recent clip from a podcast I did with Abraham at Adviser 3.0

Is time on your side?

Life’s too short to live like a monk waiting for a retirement that might never materialise as you hope, yet it’s also too long to wake up broke at sixty with nothing but regrets. The sweet spot isn’t deprivation or reckless spending; it’s intentional joy today backed with a plan that looks after tomorrow.

Wealth is what you don't spend gibsonfp.com/wealth-is-what…

"Just buy the steaks" gibsonfp.com/just-buy-the-s…

Are you building your freedom fund? gibsonfp.com/are-you-buildi…

@AlanJLSmith That’s very impressive 👏💪

As we head towards the end of the year, I’m so happy that Bulletproof Entrepreneur is now one of the top business podcasts 👇🏻 Thank you to all the listeners and to everyone who’s supported me on the journey so far. Big things come next year – stay tuned. 🙏 New episode tomoz👌

@AbrahamOnMoney 💥 well done 👏😀

So we had a busy summer! Advisers have entrusted us with more than £3bn of client assets! And we also scored a £10m firepower to double down on our mission. Some contexts behind these numbers… - First £1bn took us 24 months - Second £1bn took 12 months - Third £1bn took 5 months I’m told this is one of the toughest funding markets, especially in venture. Yet, it’s the least painful round we’ve ever raised. Eternally grateful to the insanely brilliant Timeline crew, and the incredible financial planners who backed our vision to use technology to elevate client experience and ultimately improve financial outcomes. We’re only just getting started. Let’s get to work! timeline.co/blog/exciting-…

@DomSpalding @ExpertWealth Very cool!

Take a sneak peak in to the design for the North Wing at the Old Dairy with this fly through animation. Work starts next week on creating this amazing new safe space for clients & a great environment for the team @ExpertWealth Can't wait to see the vision become reality 😀

@danhaylett Really super episode - lots of wisdom there 👌👍

Ep 4 of the Humans vs Retirement Podcast on Monday is a thought provoking conversation as I speak with one of the brightest & most outspoken people in financial planning. 🔑 The key message ❗ People are far to conservative when it comes to spending their money in retirment

@AlanJLSmith Well done - inspiring!

My company was launched back in 2004. After 18 years in business, we’ve just signed off our 2022 year end. It was our best year ever for new clients, revenue and profit. Here’s how we did it, I hope it helps 🧵👇🏻

The Art and Science of Spending Money collabfund.com/blog/the-art-a… via @collabfund

@ColinASturgess @wivsungod Nice one Col 👌

@davidcroziercfp @AbrahamOnMoney @asana @plannrcrm Thanks for this. Asana is the sort of thing I’m thinking about. Not looking for a new CRM solution. 👍

@DavidGibsonCFP @AbrahamOnMoney Depends on the size of the team. Agree with @AbrahamOnMoney about @asana - used it for years when we were a small time. But we've outgrown it for client work. Still use it for projects. Have you looked at @plannrcrm?

Best apps to handle repeatable processes with multiple users who are responsible for different parts of the workflow?

@Beccalou1979 @cyculcc That’s a shocker from the electric van. 😫 Can you refer this to PSNI?