Nick Marsh’s Post

Did you know you can attend the Institute for Financial Wellbeing’s online events free of charge once, even if you’re a non-member? Why not come along to find out what we do? July's IFW events have a theme of Share and how we can work together to enhance client conversations for long-lasting positivity. Our next Roundtable discussion is at 11am on Thursday 4th July. Count this as your warm-up for a day of hopeful democracy! Hosted by Kate Shaw of Financial Life Planning Ltd, your expert guest is Nick Bird, Regional Director and Estate Planning Specialist at Triple Point. Nick will introduce the discussion topic ‘‘Helping clients leave a legacy to be proud of.’ Attending this IFW event counts towards your structured CPD hours. Your key learning points at this event: ⭐ Growing your estate planning business – embracing the family tree. ⭐ How to engage and motivate clients – getting the soft skill right ⭐ Putting planning in context – getting away from the jargon and making the planning accessible Share your viewpoints and learn vital tips from Nick as well as other attendees at this session. Book here today: https://lnkd.in/eRW9SBep #FinancialWellBeing #legacy #roundtable

🌟 Events are what you make of them! 🌟 I was disappointed to miss the Trinidad and Tobago Stock Exchange Capital Markets Conference 2024 in person due to conflicting meetings and initially, I questioned the value of attending virtually, but then I realized that value is what you make it! While I missed the in-person camaraderie, I embraced the opportunity for continuous learning and engagement from afar. And since I enjoy a "key takeaway" here are a few that resonated with me: 1. Financial Literacy: The emphasis on financial literacy, especially among youth, struck a chord. It’s crucial to move beyond traditional investment practices and embrace liquid assets. This is a chance for families to learn together and enhance their financial conversations. As they say, culture eats strategy for breakfast! 2. Innovative Prizes: On another social media platform I recently followed a heated debate around conference giveaways- and whether participants continued to be engaged by receiving branded notepads and pens, particularly with recent moves towards sustainability. A standout moment for me at this event was when a liquid investment opportunity was offered as a door prize—what a way to introduce and spotlight financial investment! 3. Diverse Perspectives: Different understandings of technology and goals are essential. We need open dialogues where everyone has a seat at the table. Information is power, and inclusivity drives growth. 4. Governance Matters: The phrase "they came for the tax…and stayed for the governance" came up a few times throughout the day and rings true in life. Understanding that governance is key to transparency and trust is so critical. And also,...kudos to CCGI for their work on the 2024 Corporate Governance Code! 5. Evolving Conversations: Conference fatigue is real, but this year felt different. I see more professionals championing ideas and driving conversations in their workplaces and communities. Every shared insight contributes to meaningful change. 6. Great Panel Insights: Shoutout to Mr. McLetchie for moderating a powerful panel that highlighted collaboration, communication, and the importance of understanding our collective needs. 7. Role of Regulators: If we want change, we must engage with regulators constructively, recognizing their constraints while advocating for efficiency in compliance. 8. Embracing AI: Mr. Lee Fook’s question about job security is a real concern. While AI is here to stay, our unique value lies in how we adapt and grow with it. Thank you to the Trinidad and Tobago Stock Exchange for a fantastic event that promoted financial literacy and spotlighted diversification and digital opportunities. The impact of the thoughtful discussion among industry leaders was felt even via WIFI view! 🌍✨

Just 2 weeks away is the prestigious Meeting of Minds Winning Advisers North happening on Thursday 25 April 2024 at Rudding Park, Harrogate. Joining us on the day will be the brilliant minds of owner managers of financial advisory firms which typically have £150M - £750M funds under management and between 3 and 20 RIs.🤝 The bespoke agenda will cover: ✔New Era - Responding to the changing political and economic tensions ✔Productivity Push – How AI can help advisers add value ✔Attractive Qualities – Considerations for growth versus sale ✔Increasing Obligations - Managing the rules and requirements ✔Valuable Oversight – Navigating short-term distractions to uphold clients’ long-term goals  🔗 https://lnkd.in/e23S8MEA Fantastic Keynote Speakers, who will leave you inspired include: 🔴Ben Riley-Smith, political editor at The Telegraph with the topic 'British Politics. What will 2024 hold, other than a General Election of course?!' 🔴Nick Hulme, Head of Department, Advisers Wealth and Pensions / Consumer Investments, Financial Conduct Authority addressing 'On Close Authority - Emerging risks and working together to ensure the right consumer outcomes' 🔴Tom Cheesewright, author, speaker and applied futurist Tomorrow’s Client, Tomorrow’s Colleague covering 'Understanding the impact of new technologies in the context of a changing and uncertain world' There’s no better place to mingle and strategise! The event is CPD accredited with no fee to attend. To request an invitation and a participant list, please get in touch with Clare Frost 📩 ☕ Additionally, there’s a great opportunity to join us for an optional dinner on 24 April, enhancing your #networking experience before the main event.    There are also sponsorship opportunities available! In the meantime, we would like to say an enormous thank you to Columbia Threadneedle Investments, US, Nedgroup Investments, Standard Life UK, Hymans Robertson, LV=, Puma Investments and Tribe Impact Capital for their generous support. 🤝 To know more about sponsorship benefits please contact Daniel Gilmore   #winningadvisers #OwenJamesMoM #networking

Get your financial planning sorted and feel more content. #financialplanning #lifelandscaping

Sustainability feels like a jigsaw puzzle at the moment. Many of us have a few pieces to the puzzle, and some may have even managed to work out how a few pieces fit together, but no one has the complete picture. The only way we can get the full picture is through collaboration and solving the tricky areas of the puzzle. What I love about working with other B corps or B curious businesses is that they are often incredibly open to sharing what they have discovered and equally open about what they still need to work out and/or learn. Their egos and sales pitches get left at the door. How often do two or three businesses from different industries freely collaborate on a shared mission? The power of combining the skills of different industries & individuals should not be underestimated. Last week, the Surrey B local event showcased what the B Corp community offers to small businesses and why we need more businesses from diverse backgrounds and industries to join and help build a better business in the UK. Another great example was today when we had an exploratory chat with a local B corp, Tax practice, which is part of our Surrey Sustainable Professionals Group. (part of Sebastian Elwell FPFS TEP 's presentation last week) We wanted to explore what change models were available for tax advisers and whether we needed to create ( find) a new model to support accountants and tax advisers in their journey towards sustainability. We didn't know what the meeting's outcome would be, and it could have achieved nothing. By the end of our meeting, we had sketched out what is likely to be the starting point for our first draft principles of "sustainable tax and accountancy advice." ( maybe two models). Both practices are considering how we build/measure service/advised emissions into our onboarding and monitoring processes. Advised emissions are a complicated problem that will take time to resolve. (The consultation is still looking for responses.) Again, thank you goes out to the Surrey B local speakers and co-chairs for delivering another inspiring event. Fingers crossed, we get to attend another great event soon. #Surrey #Collaboration #Sustainability #PositiveAction #BCorp

What happens when the market fails? After the initial high from running a high-energy workshop like “So You Think You Can Govern,” introspection often follows the next day. I was thrilled when over 40 people signed up for the workshop, and even more delighted when most attended and engaged seriously in the budget debate. Their enthusiasm and support were incredible. However, this was a free workshop, made possible by passionate volunteers like Sharon Li and many others. The entire "National Day Ground Up Party" conference, which included multiple workshops, was well attended by over 160 people—a record number! Many stayed back after the official sessions to hang out and chat, indicating a well-curated and safe space for building relationships. This is something I always aim for in my workshops, provided the venue allows us to stay beyond closing time! This experience shows a strong demand for platforms where citizens and youths can discuss social issues they care about. Unfortunately, the sign-up rate might not be as high if it were a paid event. This is a classic example of “market failure”—the market doesn't adequately compensate for the positive externalities. Society benefits when everyone has a space for constructive public discourse. The more I think about it, the more I believe we need external funding—from the government, private companies, foundations, or family offices. There are funding opportunities out there, but many require demonstrating financial feasibility. What happens if there’s a market failure? One possibility is that the organizer absorbs the costs, which is unsustainable. No solutions from me for now, just some musings the day after. Thanks for reading!

Tired of conferences barely breaking even? We've got the secret sauce to making your next event not just successful, but profitable! Stay tuned for our series on planning conferences that exceed your financial goals. Check out our latest blog 👉 https://lnkd.in/gtBHAGmZ  #EventPlanning #ConferenceProfit #EventProfs

I was pretty surprised by what was said at the Festival of Sustainable Business in Bristol yesterday... One of the recurring themes was the relationship between doing good things and getting great results. And the importance of positive impact being intertwined with commercial success. All music to my ears... here's some of the best soundbites: "B Corps in the UK reported growth rates of 26% vs national average of 5%" - Annie Olivier "Without margin, there is no mission" - Joss Ford Purpose and Profit can (and must) go together. Although there is a growing understanding of this relationship, it can still be difficult to find the links between purpose and profit in your organisation. The costs of implementing impact initiatives should actually be treated as investments - and, if done right, can unlock big improvements to your KPIs and financials. As it is B Corp Month, here is an intro guide on how to achieve this, aligning with the five B Lab UK Impact Assessment criteria. Thanks Future Leap Network - great event, with some really impressive and inspiring speakers. #PurposeAndProfit #SustainableBusiness #BCorp #BCorpMonth #MissionDriven

📢 The AACCNJ Weekly Newsletter has arrived! This edition is packed with essential business insights, upcoming events, and valuable opportunities. Whether you're looking to expand your network or stay informed on the latest trends, this newsletter is your go-to resource. Read more: https://conta.cc/3KG4ngA #AACCNJ #BusinessGrowth #ProfessionalCommunity #Networking

📢 The AACCNJ Weekly Newsletter has arrived! This edition is packed with essential business insights, upcoming events, and valuable opportunities. Whether you're looking to expand your network or stay informed on the latest trends, this newsletter is your go-to resource. Read more: https://conta.cc/3KG4ngA #AACCNJ #BusinessGrowth #ProfessionalCommunity #Networking