Bio: Founder of The Yardstick Agency. Posting hints and tips to help financial advisers, planners, and service providers improve their marketing.

Bio: Global Fintech Analyst and Founder of AdviserSoftware.com dedicated to identifying technology that can transform how advisers can work with clients.

Bio: 42 years as an adviser and counting...

Bio: Retirement Income Planner in West Sussex and Hampshire

Bio: Hi, I'm Nathan, owner and founder of Plan Works the outsourced paraplanning company.

Bio: Expert in investor behaviour & retirement planning, I help clients focus on controllable factors using simple, relatable financial insights.

Bio: Chartered accountant and chartered tax advisor but deffo not a typical accountant! Passionate about learning and sharing my knowledge with others

Bio: Retirement income Planner and author, podcast host and YouTube presenter of the Retirement Cafe

Bio: I host communities for financial planners, AI prompt enthusiasts and people planning their wedding speech. International keynote speaker and author.