Casey Mills FPFS

@LinkedInUK what an absolute joke!! My account has been hacked twice this year. LinkedIn took over a week to resolve the first issue and now are suggesting - after 3 weeks - they can’t reinstate the account. Unbelievable.

@danhaylett @JPFoundation @TheSandonSchool Absolutely amazing. You should be super proud and well worth a cry. 🥲

SUPER PROUD DAD ALERT 🚨 So, my eldest received a @JPFoundation award for her contribution to music at @TheSandonSchool last night and was asked to close the evening… I didn’t cry, I promise 😢

The Man In The Arena (As discussed on TRAP - The Real Adviser Podcast @adviserpodcast)

A life lesson..

@NoContextBrits Tome toyou

Atlantic Wealth Management is a ‘senior partner practice’ at national advice business SJP. But an investigation by @NewModelAdviser found its directors previously ran an advice firm which has fallen on the FSCS. Read more 👇 citywire.com/new-model-advi… ✒️ @HagopianAlicja

@jbrendanfrazier Marcus Aurelius 🤔

Scheduling guests for the pod for the rest of 2023... If you could learn from anybody in the world about behavior, psychology and communication, who would it be??

@leerobertson64 Looks familiar 🤣

Morning all. Looking forward to a busy day of meetings in London.

So, ep 1-10 of The Humans vs Retirement Podcast have been a pleasure to record and share with you, but... ...Ep 11 is my favourite! As I get to have a conversation with one of my amazing clients as he bravely shares (with no holds barred) his retirement journey and story!

New podcast: Low Expectations. Imagine the tragedy of experiencing unbelievable progress throughout your life and you enjoy none of it because you expected all of it. Apple: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/episode/3qajq3…

@jbrendanfrazier Discombobulatin

Financial Advisors… In one word, what problem do you solve for your clients?

@jbrendanfrazier A Journal

You can gift ONE book to a fellow financial advisor… What would it be? 👇🏽👇🏽

@AlanJLSmith Working smart 😉

From my son’s end of term report. First glance, I think, he’s doing well, but obviously doesn’t study enough. Turns out Achievements are graded 1 to 5 (5 being highest) whilst Study Habits are graded 5 to 1 with 1 being the highest! Strange behavioural framing going on there

@dickiebush 2022 review

Introducing The Yearly Review: Your In-Depth Reflection Guide for 2022. • Reflect on the past year • Pinpoint what worked & what didn't • Turn your biggest takeaways into content Sharing it for free until Friday. Like this tweet & reply "2022 review" and I'll DM it to you!

@AbrahamOnMoney @RyanHoliday

Financial planners: name one top speaker (ideally non-industry) you’ve been dying to hear speak. You’d drop everything to see them live in London next year.

@jbrendanfrazier @danikaw Has this exact feedback from a new family - ignored and patronised were the words used. Then they both said “they just don’t get us”. After a 2 hour meeting mostly listening they felt so much better.

@danikaw I’ll leave this here:

@SkySportsGolf Brrrr

Describe winter golf in ONE word 🥶

@RobS_Kingmakers Love this

Here’s the plan (a short thread)...

@dantalksmoney I’m the horrendous - our team seem to spending most of their time making complaints.

Anyone else horrified by the general level of service standards in the industry at the moment? The incompetence, coupled with horrible processes is genuinely worrying. Having to say to clients be prepared for months of waiting due to admin😤😤 Consumer Duty? Ha!

Delighted to be named a top 100 firm by Citywire. They loved the work we are doing with @shapingwealth on delivering behavioural insights into a truly human focused financial planning proposition!