Lee Robertson FCSI FRSA @leerobertson64
Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee. Founder and CEO of Octo Members Group. linkedin.com/in/leerobertso… London Joined December 2011-
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The Humans vs Retirement Podcast has undertaken a short term makeover and I cant wait to share the upcoming 10 part mini series with you...
As a bit of a #fanboy just posted on @octomembers excerpts from longer, and very popular, video sessions with three practitioners who I view as true pioneers. Supporting their businesses with consistent creativity. Thanks again to @meaningfulmoney @MavenAdviser & @damianhorner
Read of our review of February paper for the #CII's #AF5 exam. brandft.co.uk/our-post-exam-…
Wait. Next month? Isn't it in June?
The first of the free TRAP Live Scholarship tickets has been snapped up already. 4 remain. Listen to episode 44 of @AdviserPodcast for details and how to secure yours. Out now..
New article on Octo from the always informative @ChrisatMOUK on the FCA Advice Boundary and AI. Available in the Compliance Space.
It’s #HUMConf ticket launch day. Grab your tickets before they sell out 😱 humansundermanagement.com
And just like that #ShogunFX is over. As suspected episode 10 would struggle to match episode 9 for sheer drama and emotional storytelling but wow, what a series. Incoming Emmys I’m sure.
Looking forward to this session with @Kathryn_Cura tomorrow morning. Always lots to learn in these sessions by Kathryn. Hope to see you there my friends. shorturl.at/sHIR7
For our investment-minded members, a new article by @DariusMcDermott writing on European equities. ‘Why you need more than a GRANOLA-based stock diet.’ Available in the Investments Space.
As a financial adviser is your aim just to make your clients wealthier or is also to make them happier? Learn how to do this on our next Financial Wellbeing Certificate course starting May 1st. buff.ly/3wHOwa9 #financialwellbeing #financialadviser #financialplanner
Really enjoyed this chat on such an important topic, thanks again Kusal.
Cracking session today.
‘𝗕𝗲𝗵𝗮𝘃𝗶𝗼𝘂𝗿 𝗟𝗶𝘃𝗲: 𝗙𝗿𝗮𝗺𝗶𝗻𝗴 𝗕𝗶𝗮𝘀’ Just a quick reminder of today’s session with @neilbage at 1pm in the Behavioural Insights Space when this month he will be taking us through Framing Bias. A very popular series. No link necessary, just turn up in the Space
🚨New Podcast Alert!🚨 Peter Cowley has founded 12 companies and been an angel investor in 76 startups. There’s not much he doesn’t know about entrepreneurship. He shares his deep wisdom and experience on the latest episode of Bulletproof Entrepreneur. Out now 👇🏻
A reminder of the latest ‘Behaviour Live’ with @neilbage of @shapingwealth talking about Framing Bias tomorrow at 1pm on @octomembers. No link, just turn up in the Behavioural Insights Space at 1pm folks. All welcome.
When @luciancamp talks about brand, marketing and compelling writing in financial services we would all be wise to listen. His session with me is available on-demand now in @octomembers in the Marketing & Brand Space. Full of ideas and expansive thinking, expertly delivered.
Love chatting marketing and brand with real professionals. So many great sessions here, thanks everyone for getting involved.
Love chatting marketing and brand with real professionals. So many great sessions here, thanks everyone for getting involved.
Alan Smith @AlanJLSmith
13K Followers 3K Following Founder @capital_tweets. Wealth Management for Entrepreneurs. | Storyteller | Truth Seeker | Podcast 🎧 👉 https://t.co/37Nc455ubz 🏴☠️Abraham Okusanya @AbrahamOnMoney
7K Followers 218 Following Founder/CEO @Timeline_Tech | Host @investing_show + @adviser3point0_ | Author, https://t.co/zRvUUicQs7 | Certified Feather RufflerTom Ham @thetomham
2K Followers 4K Following Taking the mystery out of money. Director at Calton Wealth Management & Gameplan Wealth. Reserve Cavalry Soldier @combatrecce. Field Sports.David Penney @DavidPenneyPRW
5K Followers 980 Following Chartered Financial Planner & director, Penney Ruddy & Winter. Director & Hon Secretary, Carbine Club of London https://t.co/yddGCD1remAndy Hart @MavenAdviser
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7K Followers 3K Following MD of #Communications at the lang cat. Mostly work stuff here with a bit of silliness from time to time #finance #pensions #investments #fintech #regtech #PRVictor Sacks @SmartSacks
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3K Followers 382 Following She/Her/God. Monthly essay here: https://t.co/DkTTToBjnq Embracing the Lab Leak Dividend: online-only, saving families one by one via Zoom.garry hale 🌎🌱 @garryhale
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3K Followers 2K Following Video Canvas - Personalised & interactive video experiences for members, clients & customers. Money Alive Office - helps advisers A.C.E Consumer Understanding.Darren Cooke @RedCircleFP
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42 Followers 201 FollowingBooktasters Empower @BooktastersEmp
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39 Followers 5K FollowingInternational Consort.. @FrozenBrits
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111 Followers 63 Following Tandem Financial is a specialist independent financial planning firm in Bendish, Hertfordshire. Helping our clients achieve financial freedom.Meera Strycker @MeStrycke
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55 Followers 461 FollowingAlan Smith @AlanJLSmith
13K Followers 3K Following Founder @capital_tweets. Wealth Management for Entrepreneurs. | Storyteller | Truth Seeker | Podcast 🎧 👉 https://t.co/37Nc455ubz 🏴☠️Abraham Okusanya @AbrahamOnMoney
7K Followers 218 Following Founder/CEO @Timeline_Tech | Host @investing_show + @adviser3point0_ | Author, https://t.co/zRvUUicQs7 | Certified Feather RufflerTom Ham @thetomham
2K Followers 4K Following Taking the mystery out of money. Director at Calton Wealth Management & Gameplan Wealth. Reserve Cavalry Soldier @combatrecce. Field Sports.David Penney @DavidPenneyPRW
5K Followers 980 Following Chartered Financial Planner & director, Penney Ruddy & Winter. Director & Hon Secretary, Carbine Club of London https://t.co/yddGCD1remAndy Hart @MavenAdviser
10K Followers 8K Following Ensuring my clients never make another financial mistake. Financial Adviser @ https://t.co/cWF7Zt1xkW. Host #MavenMoneyPodcast & https://t.co/07JLWekoVq TRAPodcastMark Locke @langcatlocke
7K Followers 3K Following MD of #Communications at the lang cat. Mostly work stuff here with a bit of silliness from time to time #finance #pensions #investments #fintech #regtech #PRVictor Sacks @SmartSacks
5K Followers 4K Following Multi award winning Independent Financial Adviser. Working with Business owners. Using ears and mouth in the proportions they were received.Nick Lincoln @HatTipNick
3K Followers 382 Following She/Her/God. Monthly essay here: https://t.co/DkTTToBjnq Embracing the Lab Leak Dividend: online-only, saving families one by one via Zoom.garry hale 🌎🌱 @garryhale
4K Followers 2K Following he/him , CFP,Chartered Wealth Manager,Owner HK Wealth Stirling,Lifestyle Financial Planning.Past President of The Personal Finance Society.Sailing!⛵️Ian at Money Alive @IanatMoneyAlive
3K Followers 2K Following Video Canvas - Personalised & interactive video experiences for members, clients & customers. Money Alive Office - helps advisers A.C.E Consumer Understanding.Darren Cooke @RedCircleFP
3K Followers 1K Following Chartered Financial Planner, helping clients realise their life and financial plans. Notable nobody in the advice professionMike Barrett @langcatmike
4K Followers 3K FollowingKathryn Knowles, PhD @Kathryn_Cura
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5K Followers 3K Following Founder @yardstickagency posting hints and tips to help financial advisers, planners, and service providers improve their marketing.Phil Billingham @PhilBillingham
5K Followers 2K Following CFP/Chartered Financial Planner. Specialist in ‘World Citizens’. Love travel, Red Wine and Welsh Rugby. Mastodon @[email protected] 🏴🇺🇦🇪🇺Chris Budd @ovationchris
4K Followers 910 Following Writer and financial wellbeing expert. Gongorist. Latest book: The Four Cornerstones Of Financial Wellbeing. Latest novel: The Vanishing Point.David Hearne, CFP™ @dontdelay
7K Followers 5K Following Certified Financial Planner. Independent Financial Adviser. Specialising in Retirement Planning, Estate Planning and Investment Management. Berkshire, UK.David Crozier @davidcroziercfp
3K Followers 2K Following Financial planner, sailor, fisherman, reader, photographer, volunteer, lover of JesusLondon Money @LondonMoneyFS
6K Followers 663 Following “ I know a good joke when I hear it “ - Paul MertonKate Shaw @FlpLtd
1K Followers 1K Following Chartered Financial Planner. Life Planner. Pension Transfer Specialist. Runner. Gin Lover. Not necessarily in that order.Ardan International @Ardan_Platform
327 Followers 205 Following An international wealth management platform for financial advisers to manage their clients' investments. 🏆 Best International platform (2023) ⭐ B rating by AKGRose Edmunds @RoseEdmunds
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33K Followers 33K Following Get your book reviewed on Goodreads. Follow our community of reviewers on @Booktasters.@leerobertson64 Thank you Lee. Not a good start as decorator let us down for 2 days on the trot. So angry posted my thoughts on Facebook without naming . No chance of seeing this fella today as I did in the week as still waiting since 8am this morning
Look what @Roger_whitney and I have been cooking! Roger & Dan’s Retirement Lab will be a place where we chop it up and noodle on about all things retirement in order to help raise the standards of retirement planning and client outcomes for retirement focused planners. Keep those…
Wishing our We Are Change student all the very best of luck with their RO2 exam today 🍀 Just a couple more left to go! ✅
It's been a while since I called it... Happy Friday everyone! I really hope you've all had good weeks, and if not, live in the moment and start an awesome weekend ASAP. Take care you beautiful people.
How awesome is this?!?! Check it out. #humanfirst #shiftevent
Coming Soon (like it or not). Listen in as @danhaylett, and I work on creating top-tier human-first #RetirementPlanning firms. Inspired by the feedback from @Ross__Marino's SHIFT conference.
Had a lengthy and interesting chat with @AlanJLSmith last night. It's got me thinking harder today. Great stuff.
Dinner with a legend @brettdavidson 🤝
It's hard to get past the negative connotation of the word "bias" (as in "behavioral bias") but let's please appreciate these are *adaptations* to an incredibly long evolutionary chain and that they serve very useful purposes. Swap in the word "qualities" (not great, but indulge…
Just signing off for the weekend as usual with a favourite picture from the week. Re-sharing this from the other evening in case you missed - (lots of likes) 😊. Thx to all my lovely clients & connections. Enjoy a well earned week end all & hope it warms up for us all 🙏
@leerobertson64 Thank you Lee. You too. 🤗 Just signed off for the weekend with a pic which demonstrates reflections quite well and thought of yours here.
The Humans vs Retirement Podcast has undertaken a short term makeover and I cant wait to share the upcoming 10 part mini series with you...
My latest blog feels like its a culmination of the last 5 years of my work distilled down into what I believe to be the most important things people retiring should understand, think about and work on. Hope you enjoy!! wix.to/2iDvgMT
Honoured to speak to a room of Wealth Advisers about positioning Protection Planning as part of the overall Financial Plan. Interesting to see that 47 out of 50 attendees have an Investment Proposition, yet just 3 had a Protection Proposition. @Profadviser #PA360
Well that’s the dreaded Week 5 run 3 done and as you said @SmartSacks I had it in my locker but my face says it all! @CaltonWMTom no idea how you do it 😊
@leerobertson64 Last weekend. Same weather as you at the moment. Soft rain is good for the skin and smells nice so i like it.
@leerobertson64 I have majored in sky it seems 🙃 always looking up.
@leerobertson64 Morning. That looks like Hove if I’m not mistaken!