🧇 The Weekly Waffle – Academy Town Hall Highlights December 13th, 2024 📅
Story of the Week
🌟 The Holistic Wealth Planning Community: Thriving Outside the FCA Perimeter 🌟
Operating outside the FCA perimeter offers exciting opportunities, but it comes with its own challenges. That’s where being part of a professional, like-minded community makes all the difference.
✅ Stay aligned with best practices through clear frameworks and guidance.
✅ Build credibility by showcasing your professionalism and ethical commitment.
✅ Grow with access to training, mentorship, and peer support.
✅ Reduce risk with tools to navigate the FCA’s Perimeter Report concerns.
✅ Innovate through collaboration and shared insights.
Together, we can elevate holistic financial planning, creating real impact for your clients and your practice. Let’s set the gold standard—together! 🚀 No planner is as knowledgeable as planners working together.👉 Read more. 🌍
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