A fresh approach to financial services opinion & commentary for the adviser and related community.
Part of the NextGen Planners community @nextgenplannrs
💥 WIN TICKETS TO ELEMENTS 2024 💥
We're giving away 5 FREE TICKETS to our biggest ever conference in July this year 🙌
To enter:
1. Leave a 👋 in the comments below
2. Tag a friend who you would like to come along with you
Entries close on 19th April 2024.
Good luck!
WEBINAR: How to Design a World Class Client Experience 🙌
We're delving into what makes an experience world class, by looking at great ideas and best practice from financial planning businesses 🚀
Register for free 👉 https://t.co/aianjTRLfR
KEYNOTE 📣
We're delighted to announce our Keynote Speaker at the elements 2024 Conference in Liverpool this July is...
💥 @AmyWilliamsMBE 💥
Amy is a gold-medal-winning Women's Skeleton Olympian, TV Personality & Motivational Speaker 👏
Tickets 👉 https://t.co/Dgim1L586w
LIVE & LOCAL: LIVERPOOL 💥
This year, we're bringing the Community to you.
Join us on 31st Jan for an evening of:
✅ Networking with great people
✅ Awesome insights from @AskAdamOwen
✅ New ideas & friendships
All are welcome!
Get a FREE ticket 👉 https://t.co/jjdpmOoJXf
COMING TOMORROW! 🎉
A brand-new podcast exclusive for NextGen Members: Examarama 📚
Each week, Adam Owen & Jon Dunckley will be focusing on exam techniques and the important facts that appear most often in the Level 4 exams.
Join us 👉 https://t.co/CFiwRmbSrE
NextGen Planners ® UNPACKED 🎁
Here's what our members have been up to in 2023 👇
✅ Lots of conversations
✅ Loads of content
✅ Hours of development
Thank you to our awesome Community for making our profession better every day 🥰
No luck getting #Glastonbury tickets?
Don't worry. We've got tents too ⛺️
Elements 2024 from NextGen Planners. 11th-12th July 2024.
🎟️ https://t.co/OOa4iOtzRB
Announcing... Tech Stack LIVE! 💥
A virtual summit that focusses on the future of technology in the financial planning profession.
🙌 New Workshops
👍 Insightful Speakers
🧠 Thought-Provoking Panels
15th March 2024.
Find out more 👉 https://t.co/3KeT6Hcwvo
@FundmentHQ 🤝 NextGen
We're delighted to announce our FIRST sponsors for Elements 2024 in Liverpool in July next year 🙌
Thanks so much to the Fundment team for supporting the Next Generation voices in financial planning.
Are you coming? 👇
https://t.co/Dgim1L586w
TRANSFORM YOUR CLIENT JOURNEY 💥
Join us for a session where we will explore what a world class client journey looks like and how you can build one. 🔥
New documents.
Learn what clients expect.
Take away some ideas.
Register below 👇
https://t.co/LBjTYIGcmG
WE ARE HIRING 🎉
We’re looking for an ambitious, hardworking and creative superstar to join us in the @vinci_doc team as an Assistant Designer and help us to continue to grow our small but mighty design agency.
Find out more 👉 https://t.co/2wTLDjKJnN
BLOG: Our Top 3 Communication Skills Tips for Aspiring Financial Planners 🙌
Active Listening? Cutting Jargon? Find out the top 3 things aspiring financial planners need to master to become a financial planning champion 🏆
3 minute read.
Read now 👉 https://t.co/S4HQVijsUa
BLOG: Our Top 5 Tips for Studying Effectively 🚀
If you're looking to pass exams in financial planning at the moment, this blog is for you
Our top 5 tips for studying effectively:
1. Study Plans
2. Active Learning...
... continue reading 👉 https://t.co/KRQa4YkwRX
CHANGE FESTIVAL IS BACK! 💥
And this time, we're on the road.
3 Events. 3 Cities.
🙌 Hundreds of young ambitious students & graduates
🤝 Forward-thinking finance pros
🔥 Fresh, modern content
Find out more 👉 https://t.co/iBDZycdRYV
In partnership with @CISI 👋
"We just have to look around the room today to fill me with confidence about the future of financial planning" 🙌
@Wealth_Adviser gives us his perspective on NextGen events 🥰
Super Early Bird Tickets are on sale now for Elements 2024 👇
https://t.co/Dgim1L586w