Head of Technical @paradigmnorton Chairman of @cisi #paraplanner Interest Group, Chartered Financial Planner FPFS, CFP APP Chartered FCSI. All views my own.
Hatfield UK
Joined September 2013
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This September I’ll be taking on the Thames Bridges Trek to raise money for @Petalscharity. On this morning’s training walk I shared a bit more about what they do.
Links to this charity and my JustGiving page can be found here - linktr.ee/danatkinsonuk
Dan Atkinson retweeted
Professional Paraplanner Awards 2024 – The Paraplanner Winners! professionalparaplanner.co.u…
Dan Atkinson retweeted
Calling UK Certified Financial Planners and Paraplanners.
Entries for The @CISI Financial Planning Awards 2024 are now open.
As a previous winner of the CFP Professional of the year award. I can highly recommend going through the process to enter and compete for the awards with your peers.
cisi.org/cisiweb2/cisi-websi…
If this sounds interesting for your next step as a #paraplanner and you are #Bristol based head over to paradigmnorton.co.uk/financi… for more info.
Happy to have a chat if helpful 👍🏻
Fancy a new challenge in the Bristol area? @paradigmnorton are looking for a #paraplanner to work closely with one of our Directors.
✅Complex clients
✅Exam support to Chartered & beyond
✅Leading financial planning firm
Details coming soon or DM
#bcorp #financialplanning
Fancy a new challenge in the Bristol area? @paradigmnorton are looking for a #paraplanner to work closely with one of our Directors.
✅Complex clients
✅Exam support to Chartered & beyond
✅Leading financial planning firm
Details coming soon or DM
#bcorp #financialplanning
Dan Atkinson retweeted
Start now. Optimize later. Imperfect starts can always be improved. Obsessing over a perfect plan will never take you anywhere on its own.
At @paradigmnorton we’ve been thinking about the concept of #unreasonablehospitality that @wguidara talks about. This thread is filled with inspiration!
Tell Us: The best customer service experience uv ever had. Who went above & beyond leaving u in customer service heaven & what did they do that was so good? Lets celebrate it.
Pls reply & producers'll pick some for today's
@bbc5live 1pm & my podcast. Do like ur faves
‘What is the listening I am speaking into?’ This phrase stopped me in my tracks when I heard it on this episode. Listen, reflect, and tailor.
Get this in your ears ASAP!
Today, expert on speaking and sound, Julian Treasure and host Matt Abrahams explore the power of breath; the four steps to show someone we're engaged and listening; and how by framing speech as a gift, we can better serve our audience.
open.spotify.com/episode/5KG…
I’ve been enjoying these new conversations about money. Well worth adding to your podcast listening.
50 Fires is my new podcast.
The goal: create a tool to generate 1,000,000 meaningful conversations about money every month.
So each week I'll have a conversation about money so you can share it with your clients.
So far I've had episodes with @khemaridh, @bryce, @lukasnelson
And this week an epic conversation with @chipgaines drops on Wednesday.
Grab an episode and share it. Send it to your clients. Encourage them to talk about it.
In fact @jeremywalter did that, and has shared the exact email he sent for you to use.
Link to the podcast is in my profile.
Link to @jeremywalter email for you to use is below!
docs.google.com/document/d/1…
Let's change the world!
Dan Atkinson retweeted
Are you a Paraplanner? Not too far from #London? Come join us @ParaAssembly to learn from each other, share ideas, and discover practical tips. Sign up here: paraplannersassembly.co.uk/e…
Are you a Paraplanner? Not too far from #London? Come join us @ParaAssembly to learn from each other, share ideas, and discover practical tips. Sign up here: paraplannersassembly.co.uk/e…
Dan Atkinson retweeted
Tonight, we are sending a wave of light across the world, remembering all the babies gone too soon.
Sending you all our love 🤍🌸
#WaveOfLight #BLAW #Petalstogether
I might have a slight book buying problem… Check out some of my favourites for #financialplanning professionals from our @paradigmnorton website.
paradigmnorton.co.uk/financi…
I can’t wait to see #paraplanners gathering for The Other London Assembly. Check out the thread from @ParaAssembly below for more details and to sign up.
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Dan Atkinson retweeted
I’m looking forward to this event and learning from others in the #paraplanning community.
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I’m looking forward to this event and learning from others in the #paraplanning community.
This Post is from an account that no longer exists. Learn more
Great afternoon and evening with @GroupVerve today for their #evolution23 conference. Lots of super thought around tech, interesting exhibitors, and great to meet people like @ITinformed and of course Jo Campbell! People who see the need for change in our profession and crack on!
Arrived in #Bristol with no hat on a super sunny day. Picked this up (with important ice lollies for #cpd with @Transact) and seem to be giving a hat-tip to the one and only @nicklincoln…
