Here at Nucleus, we firmly believe that our single biggest advantage is our audience, and over the years we've been delighted to cultivate a user base of some of the most client-focused and progressive firms across the financial planning profession.
One characteristic many of our users share is the desire to keep improving their businesses and client propositions and, in a small way, Nucleus has tried to encourage the sharing of best practice across our audience via our regular, regional practice management sessions.
To evolve this support further, we will shortly launch ‘Illuminate', our initiative to help build and share knowledge in areas that are critical to the successful development of our users' businesses.
Illuminate takes two forms. We will be launching an online hub that will host a wide range of interactive learning materials and acts as a portal to other great content available elsewhere. More news on this soon.
In conjunction, Illuminate live is a series of events to be held in January, May and September in Glasgow, Leeds and London.
These days aim to provide detailed, in-depth, practical workshops focused on four key areas to help advisers develop their business, delivered by the following independent speakers, each of whom is a recognised expert in their field.
- Tony Wickenden – founder of Techncial Connection and a familiar face in the adviser marketplace, acknowledged as the leading expert on most (if not all!) matters of a technical nature
- Phil Billingham - a specialist in assisting financial advisers and planners survive and thrive during periods of regulatory change. Phil also holds the world record for the most number of countries driven through in 24 hours.
- Michelle Hoskin – the very energetic first lady of practice management techniques and, via her work with Standards International, committed to helping financial advisers ‘wow’ their clients.
- Pete Matthew – a man wearing many hats. MD of a successful financial planning practice, founder of the Meaningful Money website and all round expert in engaging clients with inspiring and educational content.
Each topic will build over the three sessions during the year to give real depth and insight into each area. All Illuminate live events offer five hours of structured CPD and by the end of all three events attendees will have achieved specific learning objectives.
If you're a Nucleus adviser and haven't yet booked your place at our first Illuminate live event, please complete your details using the links top right.
To find out more about Illuminate or register, please email firstname.lastname@example.org.
We look forward to seeing you there!