We have recently helped to launch a Truth User Group in Bristol, which is quickly establishing itself with an inspiring group of up-and-coming planners. It has been modelled on the mentor workshops which we have been running in London for several years, incorporating real-life case studies, software tips and tricks, and discussions on key topical issues: from Brexit to client meetings and remuneration.
One of the main advantages of these groups is the opportunity to meet like-minded planners, to share ideas, and to compare your own processes and styles, enabling adjustments and tweaks to your business where appropriate. The next session will take place at Brewin Dolphin in central Bristol on Thursday 21st July. If you’d like to find out more, please email us: team@prestwood-group.co.uk
