Helping Financial Advisers become financial planning rockstars VoyantMastery.com changing the way financial advice is delivered.

Joined November 2011
547 Photos and videos
TheVoyantist.com retweeted
Great training session with @thevoyantist this morning. Really looking forward to using the new feature to help clients make smart choices about their future.
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TheVoyantist.com retweeted
From the 2020 BeFi Barometer Survey: List of top biases advisors observed from clients. Recency leads the way again. Interestingly, almost all biases increased and the ones that fell only decreased slightly (other than Status Quo).
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TheVoyantist.com retweeted
Amazing. "Top flight panel" on the future of the financial advice profession contains not a single financial adviser. NAACs - it's the game to be in. #NeverAdvisedAClient
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TheVoyantist.com retweeted
Superbly impressed by the incredibly work @G_Bouzianis, @devnacho and the dev have accomplished here.
We’re excited to launch Timeline's new US Tax Feature. timelineapp.co/blog/timeline… It’s unique in the way it incorporates taxes across a range of investment and retirement accounts. Awesome right? 😎
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TheVoyantist.com retweeted
We have now sold an incredible 250 copies of Nick Murray’s books Thank you to everyone who’s bought books, gifted books and shared our tweets and details with their colleagues and peers Sharing this knowledge will help 1000s of clients plan for their futures
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TheVoyantist.com retweeted
One of the best things about being Chancellor is working in some of Britain’s most historic buildings. This week I went to the balcony where Churchill made his victory speech 75 years ago today. It reminded me that when Britain comes together we can overcome anything. #VEDay
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TheVoyantist.com retweeted
Replying to @JackGilbert13
I was thinking about this today as well! Thanks for bringing this up again @nicklincoln
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The next Voyantist User Group has a few tickets left, they went on sale this morning - vug2020.eventbrite.co.uk grab a ticket before SELL OUT.

TheVoyantist.com retweeted
The guy behind the emoji guide to investing needed his own emoji... (might not be as fresh faced in real life)
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TheVoyantist.com retweeted
In light of the whole #woodford saga this video produced with @thevoyantist comes to mind. Available to buy. bit.ly/2wRYS8u #humanbehaviour #thevalueofadvice

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TheVoyantist.com retweeted
There's 50% off our video, in partnership with @thevoyantist , 'A suitcase of financial misconceptions' which is the perfect tool to share with your clients as it emphasises the benefits of working with a financial adviser. Use discount code: feb50!video adviser-store.com/shop/video…
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Fantastic news that the mighty @Sean_Banks19 & @JamesAMousley have launched a #podcast check out @advisergap more resources for the next generation of #FinancialAdvisers
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TheVoyantist.com retweeted
In financial punditry the words risk on and risk off annoy me the most
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My next training series is live thevoyantist.com/bbv6 x2 spots left. 👍

TheVoyantist.com retweeted
15 Nov 2018
#MavenMoneyPodcast - Andy is joined by repeat guest, Daniel Crosby. Together they discuss some of the key topics behind Daniel's new book, and much more. @danielcrosby #behavioralinvestor apple.co/2FpM3tn
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Superb training session today with the new recruits at @FirstWealthLLP always a pleasure 👍👍
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The next Voyantist user group is live dec18voyantist.eventbrite.co… go grab a ticket before it sells out 👍

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TheVoyantist.com retweeted
Replying to @thevoyantist
Now that Voyant has updated colours...time for me to update too! #waistcoatalert
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My Irish brother, I think this is the first time he wore a different colour pair of trousers to me, first time for everything #shirts 🙄 @VoyantIreland
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TheVoyantist.com retweeted
Having a great morning with @financillary and @thevoyantist, developing further skills on cash flow modelling for divorce and separation clients.
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