The Adviser Lounge from NextGen Planners

A fresh approach to financial services opinion & commentary for the adviser and related community.

Part of the NextGen Planners community @nextgenplannrs

[NextGen Planners @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!

[docVinci @vinci_doc]

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

[NextGen Planners @nextgenplannrs]

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

[NextGen Planners @nextgenplannrs]

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

[NextGen Planners @nextgenplannrs]

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 @nextgenplannrs]

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 🥰

[NextGen Planners @nextgenplannrs]

😮

Artificial Intelligence is being talked by everyone at the moment, but Finance Pros do not see it taking over any time soon ❌

What do you think? 👇

[NextGen Planners @nextgenplannrs]

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

[NextGen Planners @nextgenplannrs]

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

[NextGen Planners @nextgenplannrs]

👋 FINANCE PROS 👋

Do you think your current role will be replaced by Artificial Intelligence in the next 5 years? 👇

[NextGen Planners @nextgenplannrs]

This Friday.

Something exciting is arriving in the world of financial planning.

👀💻

[NextGen Planners @nextgenplannrs]

@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

[NextGen Planners @nextgenplannrs]

Something exciting is coming in the world of advice tech...

17.11.23 👀

[docVinci @vinci_doc]

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

[NextGen Planners @nextgenplannrs]

👋 FINANCE PROS 👋

Do you think sending clients monthly market commentary is a good thing or a bad thing? 👇

[NextGen Planners @nextgenplannrs]

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

[The Adviser Lounge from NextGen Planners @AdviserLounge]

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

[The Adviser Lounge from NextGen Planners @AdviserLounge]

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

[NextGen Planners @nextgenplannrs]

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 👋

[NextGen Planners @nextgenplannrs]

"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