Events
Welcome to our EVENTS page, where we bring you a variety of engaging and informative content to help you stay up-to-date on the latest trends and insights in the financial service industry.
Whether you’re looking for webinars, live events, interviews, or podcasts, you’ll find all that’s going on here. Sit back, relax, and learn from the best – Plus Group has you covered.
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Upcoming events
The Paraplanning Case Management App that helps Capstone Financial gain better communication with their clients and within their own team
Capstone Financial are one of Fluid’s earliest users, having joined Plus Group’s Paraplanners in a...
Using Plus to Shake off the Shackles of LOA Chasing
When Mary MacFarlane, Associate Partner at SJP, went into business as a single Partner...
How Social Media helped Davis Wealth Management grow their practice
When Jodie Davis set up her own practice, Davis Wealth Management, an Associate Partner Practice...
Past events
The Paraplanning Case Management App that helps Capstone Financial gain better communication with their clients and within their own team
Capstone Financial are one of Fluid’s earliest users, having joined Plus Group’s Paraplanners in a...
Using Plus to Shake off the Shackles of LOA Chasing
When Mary MacFarlane, Associate Partner at SJP, went into business as a single Partner...
How Social Media helped Davis Wealth Management grow their practice
When Jodie Davis set up her own practice, Davis Wealth Management, an Associate Partner Practice...
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Join our mailing list
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
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