So. That was #langcatlive REGENERATE
A little round up of useful information and links from our #langcatlive event REGENERATE on 8 February.
The power of CFP: How it’s helped me
Plan Works’ Siân Davies Cole talks about her path to gaining the CFP certification, and the difference it’s made.
What is the true value of advice?
We carried out in-depth interviews with advisers and planners to hear about value from their point of view.
“It’s really hard to know the truth”: The paraplanner view on service
Continuing our mini-series on what service really means, next up we hear from Siân Davies Cole from Plan Works.
How to get to better platform service: the lang cat view
We’ve decided to make service a key focus here at the lang cat. In the first of a three-part mini-series Steve talks us through some recent research findings.
Tackling the advice gap: One solution at a time
Understanding the advice gap comes down to two important questions: what is stopping most people from seeking advice, and what do we do about it?
The Top Class Wednesday Update will do the show right here
Well, this is unusual. I’m writing this Update sitting in the bar car of the Caledonian Sleeper, about to pull out of Waverley on the way down to London for #langcatlive on Thursday, or tomorrow when you read this. It’s my first sleeper trip for at least three years – they have showers now! – […]
The Top Class Wednesday Update is just an update
Hi folks, it’s new cat, Rich Mayor here serving up food for thinking during my third week with this rabble. Rather rudely, the world didn’t stop turning while I’ve been settling in, but that does mean there’s a fair bit to chew on in the runup to #langcatlive next week. We’re down to our last […]
WHAT NO LISA?
The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]
WHAT NO LISA?
The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]