SmartFinancial retweeted
Why would you consider a career in financial planning? I imagine that if you spoke to 10 different financial planners, you might get 5 different answers. For me, it is all about helping people. That might sound strange. 🧵
SmartFinancial retweeted
“Are you or someone you know looking for a career in Financial Planning? I have been with Smart Financial for over 11 years and can’t think of any team I would rather be a part of! If you or someone you know would like to launch their career with one of the leading..🧵
SmartFinancial retweeted
✨This is a rare opportunity for face to face training and practice focused on mastering first meetings with prospective clients
✨1 Day In-Person Course: 10th Dec in Manchester!
✨ Info & Bookings: tinyurl.com/FPTA-1stMeeting-…
#trainingday #FPTAtraining
SmartFinancial retweeted
Milestone for @SmartFinancial.
We are today celebrating @tamsincaine joining us on 2nd January 2015.
In a unconventional recruitment process Tam was at one of our office parties before having her first interview (and helped clear up afterwards)
That interview basically consisted of me asking when she was starting and how much she wanted to be paid
We now look forward to another exciting 10 years together as we grow and expand @SmartFinancial @smartdivorcefp and @SmartFPint
SmartFinancial retweeted
Sponsoring us isn’t about rewarding us for the amount of miles we can cover in a month, it’s about supporting woman in crisis who have a desperate need for help.
I know we have a cost of living crisis but I’m prepared to bet that Woman’s Aid need your £10 more than you need it.
Team @SmartFinancial are getting the miles in but need your help with the fundraising. If you can support us, please click on the link in the comments. 🙏 @stevemartincfp
SmartFinancial retweeted
Exciting times for @SmartFinancial, we are recruiting again.
If you are interested in joining our growing team in an administrative / technical / support role please follow the link and contact Dawn.
Only genuinely outstanding candidates need apply!
If this role isn't for you but another role would be, please DM me and tell me why you should get the chance to come and work at Smart Financial.
cv-library.co.uk/job/2215126…
SmartFinancial retweeted
New British ISA.
Pleased that he has made it an ‘extra’ rather than force people to allocate more of their current ISA to Uk equities.
For those that don’t know, Uk market is approx 3% of the global market so should only form a small part of your portfolio.
SmartFinancial retweeted
Wr are looking for a venue in #manchester to hold @SmartFinancial 15th birthday party. Drinks and snacks rather than dinner. Any ideas?
SmartFinancial retweeted
Replying to @AbrahamOnMoney
I’ve used them for 20 years and sadly they are no longer worth the price they charge clients.
@SecclTech @FundmentHQ and others are only at the beginning, they will cannibalise the old dinosaur in the next few years.
SmartFinancial retweeted
Not @SmartFinancial.
Clients who have advisers / planners doing their job properly don’t panic.
They know what they are doing and trust the process.
That’s (part of) what they pay for. telegraph.co.uk/investing/ne…
SmartFinancial retweeted
Great to be partnering with @smartfinancial as their talented CEO @stevemartincfp delivers his brilliant keynote ‘Be so good they can’t ignore you’ at #financialplanning22
SmartFinancial retweeted
You are your value proposition Be so good they can’t ignore you. Great presentation @SmartFinancial #financialplanning22
SmartFinancial retweeted
Steve Martin of @SmartFinancial is one of our keynote speakers at our Financial Planning Conference this October, don't miss out on what he has to say and book your place now: cisi.org/fpc22
#financialplanning22 #liverpool #CPD
SmartFinancial retweeted
Thanks Michael, we have seen horrific advice, outrageous multi layered charge and not even a hint of lifestyle financial planning.
We aren’t making a big dent in that market yet but we are at least able to look after clients of fellow financial planners when they no longer can.
SmartFinancial retweeted
Chartered Financial Planner at @SmartFinancial , Tamsin Caine speaks on Divorce, dividing assets, domestic abuse
moneymarketing.co.uk/opinion…
SmartFinancial retweeted
It is also easy to see why I would be feeling much better today 😀 which is a good job as not only is it the day the @CISI level 7 case studies are issued but it’s also the last meeting for the new MBA in goals based financial planning that I am supporting glos.ac.uk/content/groundbre…

















