It helps to know who is in the room. If you are comfortable sharing, tell us a little about yourself so members can see the range of experience joining the founding beta.
A few prompts if you are stuck:
- What area do you focus on — mortgages, protection, wealth, later life, a mix?
- How long have you been in the profession, and what is your day-to-day role?
- What made you curious enough to join Adviser Forum during the beta?
Please keep introductions general and avoid promotional material or firm-specific pitches. If you would prefer not to name your firm, that is entirely fine.
As always, this is an editorial discussion starter written by Adviser Forum rather than a member opinion. Nothing here is regulated advice, no view expressed should be treated as a settled industry position, and any example you contribute should be anonymised so that no client, colleague or firm can be identified from it.