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@octomembers @octomembers

The UK’s fastest growing community for financial services professionals to connect, share and engage with actionable member generated content. #forpractitioners octomembers.com London, England Joined June 2018
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@octomembers @octomembers

2 weeks ago

Racking up the views last week was the really informative session with @Kusal_CFP talking about why he mentors, the benefits for both mentors and mentees and where to go to search for a mentor and finding a good match. In the Personal Development Space on Octo

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@octomembers @octomembers

a week ago

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.

@octomembers retweeted
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Alan Smith @AlanJLSmith

6 days ago

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..

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@octomembers @octomembers

5 days ago

New on Octo: Are you going to ace the CII's R01 exam? Test yourself with the Friday Five from the always helpful @CatrionaBrand

@octomembers retweeted
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IFW (Institute for Financial Wellbeing) @IFWellbeing

5 days ago

At our next CPD-accredited #Roundtable (11am, 2 May), @BarraGormanIFA hosts @milertweet, CEO of @smart_purse, as she introduces discussion topic ‘How to build client trust through #inclusivity.’ Non-member? Come free once, then join! Book here theifw.kartra.com/calendar/RTMay…

@octomembers retweeted
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Lee Robertson FCSI FRSA @leerobertson64

5 days ago

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

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@octomembers @octomembers

6 days ago

New article on Octo from the always informative @ChrisatMOUK on the FCA Advice Boundary and AI. Available in the Compliance Space.

@octomembers retweeted
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Lee Robertson FCSI FRSA @leerobertson64

a week ago

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

@octomembers retweeted
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IFW (Institute for Financial Wellbeing) @IFWellbeing

2 weeks ago

For 2024 our conference "Invest in Wellbeing" (21st May) has moved to windmillvillagehotel.co.uk with optional social event on 20th May. The venue boasts an 18 hole golf course, spa & health club so take the opportunity to relax and unwind! For details visit instituteforfinancialwellbeing.com/ifw-annual-con…

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@octomembers @octomembers

2 weeks ago

Now available on demand: the latest in our monthly ‘Behaviour Live’ Series with @neilbage of @shapingwealth on ‘Framing Bias.’ You can find this session plus past episodes in the Behavioural Insights Space. As ever, we are grateful to Neil for his contributions to the community.

@octomembers retweeted
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Neil Bage @neilbage

2 weeks ago

🚨 FINAL CALL 🚨 Today is your last chance to join an amazing group of financial professionals from around the world for @shapingwealth's Foundations of Behavioral Advice program, starting this coming Wednesday, 24th April. Registration closes midnight tonight!…

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@octomembers @octomembers

2 weeks ago

New on Octo in the Financial Planning Space: ‘The Power of the Onshore Bond’ sees @tonywickenden1 of @tecconn and Mark Lambert of HSBC Life discussing the range of opportunities for financial and tax planning afforded by the Onshore Bond.

@octomembers retweeted
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CatrionaStandingford @CatrionaBrand

2 weeks ago

We're just days away from the #CII #R06 exam! But there's still enough time to download our analysis! brandft.co.uk/cii-r06-ro6-fi…

@octomembers retweeted
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TRAP: The Real Adviser Podcast @AdviserPodcast

2 weeks ago

In last week's TRAP (Episode 43) we answered questions from our beloved Trappists @SamColbyButcher & linkedin.com/in/janemcaleese. Question for the TRAP team? Click on the link in the pinned Tweet at the top of our timeline. buzzsprout.com/2056762/148492…

@octomembers retweeted
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Lee Robertson FCSI FRSA @leerobertson64

2 weeks ago

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.

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@octomembers @octomembers

2 weeks ago

Lots of sessions up already with many more to come in our Brand & Marketing Month. Remember, you can always bookmark sessions you fancy for later.

@octomembers retweeted
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OctoInsights @OctoInsights

2 weeks ago

Find out what @david_ferguson, @SecclTech, had to say during our recent fintech roundtable. You can find the full report here: flipsnack.com/6B7DF799E8C/oc… #octoinsights #friendorfoe #fintech #consumerduty #financialinsight #techinsight

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