MasterplanJoe @JoeMasterplan

Director @ Masterplan Wealth. Chartered Financial Planner by day, building widgets by night! masterplan-fs.com Birmingham, England Joined February 2021

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MasterplanJoe @JoeMasterplan

a month ago

Awful awful confidence destroying display ahead of Thursday. Worst 1st half I can remember. Letting the country down as well. Even with 1 fit leg between them Onana and McGinn have to play Thursday #avfc

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MasterplanJoe @JoeMasterplan

5 months ago

@freshmond @antonosika For our income reconciliation! We’re not a CRM heavy firm and our process was a bit manual/done with a spreadsheet. Built a tool that analyses provider statements, and allocates the fees/then tells us what each adviser is owed based on built in splits

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MasterplanJoe @JoeMasterplan

a year ago

@Tom_SkinnerBC My first job in financial services was in admin for the Wesleyan. I remember processing the expenses for those Pizzas 😂

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MasterplanJoe @JoeMasterplan

2 years ago

@DanielPriestley Financial services in Dubai… well just about all of Dubai!

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MasterplanJoe @JoeMasterplan

3 years ago

@garryhale Spoke to a client yesterday who retired in September who moaned about this! Good advice!

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MasterplanJoe @JoeMasterplan

3 years ago

@DavidPenneyPRW This is also total nonsense. Advice charges aren’t bundled. 2% to 3.5% is not true either, I don’t have a client paying more than 1.55%. FCA and Unbiased also both say average is less than 2%

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MasterplanJoe @JoeMasterplan

3 years ago

@AlanJLSmith Can’t beat a shakeshack though!

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MasterplanJoe @JoeMasterplan

3 years ago

Yes I’m watching Love island

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MasterplanJoe @JoeMasterplan

3 years ago

@AlanJLSmith @richardcbishop We produced about 30 template documents in the space of an hour. And completed the copy for 4 brochures in about 45 minutes using it. Saved us probably 50+ working hours, both terrifying and exciting in equal parts

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MasterplanJoe @JoeMasterplan

3 years ago

@plannrcrm 👀 👀

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MasterplanJoe @JoeMasterplan

3 years ago

Anybody already looking at AI supported fintech for advisers ?? I’m here writing a suitability report at Christmas and thinking we can’t be too far away from AI that can do this. One for the @plannrcrm team I reckon!

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MasterplanJoe @JoeMasterplan

3 years ago

@fionasharp Great bit if kit! You can upload provider paperwork to them and get it signed by clients, can email a copy to the client and copy to support staff at the click of a button. Saves loads of time for us

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MasterplanJoe @JoeMasterplan

4 years ago

Initial planning costs £6,500, pessimistic model shows clients £700,000 better off after 15 years. Decent return on investment that. But remember everyone financial advisers charge you 5% to simply check your funds (or at least that’s what I read in the paper!)

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MasterplanJoe @JoeMasterplan

4 years ago

@AlexandreRiley @sheffield_ifa Oi!! To quote Sir Martinez himself ‘Villa’s a big club mate’

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MasterplanJoe @JoeMasterplan

4 years ago

Had @Timeline_Tech in to come and present our investment proposition to some of our new advisers. To quote one of them ‘It’s like going from a reliant robin to a Ferrari’ referencing their old proposition 😎

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MasterplanJoe @JoeMasterplan

4 years ago

16 hour day wrapped up. Start a business they said.. it will be fun they said… (Tbf don’t think anyone has ever actually said this)

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MasterplanJoe @JoeMasterplan

4 years ago

@AWMGFP I have had a go with reports, it was pretty decent at coming up with template wording (with some tweaks) but couldn’t quite get it to produce a decent full report/letter, sure it will get there though!

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MasterplanJoe @JoeMasterplan

4 years ago

Had this afternoon booked out for writing some copy for marketing materials, just going to fire up OpenAI then watch the football! (This is both amazing and terrifying)

SMB Attorney @SMB_Attorney

4 years ago

Lawyers we must kill this technology immediately! Someone call Congress and make it illegal.

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MasterplanJoe @JoeMasterplan

4 years ago

@Felix_Milton The guy who runs their ads is in the process of setting up some ads for us, glad to hear the targeting (almost) worked 😂

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MasterplanJoe @JoeMasterplan

4 years ago

@davidcroziercfp @richardcbishop Cheers for the insight. I probably do about five as well. At the minute I try and have a meeting week, followed by a week meeting free to catch up/work on the business. I only ask because I saw a stat about how much time planners spend in meetings and my % was well under!