Pipeflow

LinkedIn for financial advisers.

Pipeflow plans factual expert posts, recruiting posts and networking posts within your professional rules.

Finances for the self-employedPipeflow Financial Advice

Self-employed people often take care of everything in the business except their own retirement provision. A regular slot for it in the calendar is a good start. We're happy to help with a structured overview.

Example of a text tile

8 ideas for financial advisers.

More factual than Instagram, with sample text.

  1. 01

    Finances for the self-employed

    General advice on what self-employed people should consider for their own provision.

    Example
    Self-employed people often take care of everything in the business except their own retirement provision. A regular slot for it in the calendar is a good start. We're happy to help with a structured overview.
  2. 02

    Employee pensions

    General information for businesses about workplace pensions, without products.

    Example
    Workplace pensions can be an argument for employers competing for skilled staff. Which options exist depends on the business. We're happy to advise companies on this.
  3. 03

    Training

    Which training course you attended and why.

    Example
    Ongoing training is both a duty and an aspiration in our profession. Most recently we looked closely at sustainable investment criteria.
  4. 04

    Transparency in advice

    How you talk about costs and fees.

    Example
    You don't talk about money? In financial advice you have to. We always disclose costs and fees before giving advice, because that's the only way trust can grow.
  5. 05

    Working with tax advisers

    How you cooperate with tax advisers on shared clients.

    Example
    Financial planning and tax are closely linked. That's why we work with tax firms, each in clearly separate roles.
  6. 06

    New talent wanted

    A job advert for an assistant or a trainee adviser.

    Example
    We're looking for an assistant for our advisory team. You'll prepare appointments, keep documents up to date and be a point of contact for clients. Accuracy and enjoying numbers matter to us.
  7. 07

    Financial education in the region

    Talks at schools or businesses about the basics.

    Example
    We give talks on basic financial knowledge at schools and businesses in the region. No selling, just the aim of making things easy to understand.
  8. 08

    Why I consult

    Your personal motivation, put factually.

    Example
    I chose this profession because clear information matters more to me than quick sales. That attitude shapes every consultation with us.

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