Start here: Let's introduce ourselves!
Welcome - we're so glad you've joined the Advisely community! 😁 Let's play a fun game and get to know each other better! 🕹️ The rules are simple: Find the latest comment and hit Reply, then comment to say hi! 👋 to this user. You'll then introduce yourself in a new post with: What's your name? Where are you based? What do you do? Are you an adviser? Paraplanner? CSO? Interested individual? When did you enter financial advice and why? Share a random thought/fun fact etc! Let's go 💪What's your focus for 2025?
In my latest blog here, I share from experience that the most successful advice businesses have a clear vision—one that isn’t just understood by leadership, but by the whole team. When everyone knows where the business is headed and how their role contributes, momentum builds. 👉 What’s one key focus for your advice practice this year? 👉 How are you getting your team on board with your vision? Keen to hear everyone's perspective!
