You are not alone!
Commercial loneliness is very common among Financial Planners. Did you know that, in addition to our industry-leading support team, Truth® users have access to our network of regional Truth® user groups?
Whether you’re after peer support, an open forum to discuss business or software best practice, or just in it for the free tea and coffee, we’d love to see you!
We currently have Truth user groups in Ireland (covering both Northern Ireland and Eire), Scotland, Leeds, Bristol, and London. If you’re interested in finding our more, or coming along to one of our groups, please send us an email, or call our support team on 01384 273736.
If you want to learn more about Cash Flow Modelling, you should check out our YouTube channel.
Calling all Edinburgh IFAs…
Our next Truth user group will be at Nucleus HQ in Edinburgh on Wednesday 20th September at 10am, and will feature Chris Davies of Engage Insight on how to take the sting out of compliance through Gamification! Engage’s Model Office platform provides firms with a snapshot of current business performance across their systems, client proposition and operations. It produces a template to help implement a streamlined, seamless, compliant, and profitable strategy.
The full address is:
20 Thistle Street Lane North West
As well as both experienced and new Truth® customers, the event is open to the whole IFA community. Also in attendance will be two representatives from Prestwood, who will be available to hear your feedback and suggestions, and to answer any questions you might have.
We look forward to seeing you there!