Advice Stack
@AdviceStack
A platform for growth in your financial planning business ๐ Part of the @NxtGen_Progress Family ๐
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NEW RESOURCE! Advice Stack members now get access to our 90-day one-page business plan ๐ โ Identify risks, opportunities, goals and actions โ Exclusively designed for Advice Stack members Find out more ๐ bit.ly/3GBC7rP
NEW DISCOUNT! ๐ Advice Stack members can now get a FREE Brand & Website Audit with @PLOTTCreative ๐ Find out more ๐ bit.ly/3GBC7rP
NEW: The latest member of our Marketplace are the awesome @BeyondEncrypt with Mailock ๐ฅ โ End-to-end encryption โ 2FA Authentication โ Helps you remain compliant Discount exclusive to Advice Stack members. Join us ๐ bit.ly/3I6mFnZ
Tomorrow at 1PM ๐ In the latest of our host of January events, @Adam_Nextgen is joined by @Paul_BarnesACCA to chat about working with accountants to supercharge referrals โก๏ธ Join us ๐ bit.ly/3I6mFnZ
NEW: 10% off at @Knudge ๐ Advice Stack members can now get an exclusive discount on client accountability tool Knudge for the first 12 months ๐ Find out more ๐ bit.ly/3q4RTpk
Our first event of 2022 ๐ How to find great professionals to work with from @Adam_Nextgen ๐ ๐ 6th January 2022 ๐ 1PM EXCLUSIVE for Advice Stack members ๐ Join us: bit.ly/3EWorpB
As a financial service hero, what are you looking to develop most this year? ๐
We've added LOADS of new Q1 2022 events into our events section this morning, EXCLUSIVE for Advice Stack members ๐ Including sessions from @Adam_Nextgen, @Paul_BarnesACCA, @AskAdamOwen and many more! Find out more ๐ bit.ly/3y9LHyw
NEW: We're very excited to announce that Advice Stack members can now get 15% off with @DynamicPlanner ๐ Find out more ๐ bit.ly/3y9LHyw
NEW DISCOUNT! We've teamed up with our friends at @Navigatus1 to offer Advice Stack members 6 months of service with no retainer ๐ Find out more ๐ bit.ly/3I03Rau
It's Stack time! Let's build one in 20 seconds... Client Engagement Tool - @AssetMapLLC + A Back Office - @PrestwoodTruth + A Cashflow Tool - @EV_evalue. Before Advice Stack ๐ ยฃ557/month With Advice Stack ๐ ยฃ375/month Find out more: bit.ly/3nkNPzH
NEW DISCOUNT! ๐ Get 25% off Pension Hunting Technology @getmintago with your Advice Stackโข membership ๐ Find out more ๐ bit.ly/3Cm1XwO
Fancy another Advice Stack? ๐ This combo includes @advicefront + @Timeline_Tech + @VestdHQ ๐ Price without Advice Stack discounts = ยฃ298/month With Advice Stack discounts = ยฃ253/month ๐ See all of our discounts ๐ bit.ly/3HcFFkK
We have an exclusive weekly show in Advice Stack called Stack Chats ๐ฃ This week we chatted with @gweirydd from @elensoftware about how financial planning firms can use their CRM to grow ๐ Find out more ๐ bit.ly/30mhAYj
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 ๐ Find out more ๐ bit.ly/3D3yuJa
In Episode 3 of our Advice Stack exclusive show Stack Chats, we're joined by @gweirydd from @elensoftware ๐ He's going to be chatting to @danatnextgen about how to use a CRM system to grow your financial planning business ๐ Find out more ๐ bit.ly/3CZMROO
Let's build an Advice Stack... @PrestwoodTruth + @elensoftware + @MoneyAliveLtd Without Advice Stack Marketplace ๐ ยฃ361/month With Advice Stack Marketplace ๐ ยฃ220/month Find out more: bit.ly/3BPLXDa
Exclusive discounts from trusted providers in our profession, including: โ @VestdHQ โ @EV_evalue โ @advicefront โ @moneyinfotech โ @iress With LOADS more to come ๐ Book a demo ๐ bit.ly/3b2QoQa
To celebrate the launch of @AdviceStack, we want to hear from you ๐ What do you think is the MOST important thing to help your small financial planning business grow?
Hello ๐ We are a new monthly service to help small financial planning firms grow ๐ โ 140+ templates โ 25+ discounts including @CashCalc, @elensoftware, @PrestwoodTruth and more (with loads to come) โ A community of peers Are you #readytogrow? ๐ bit.ly/3b2QoQa
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