NextGen Planners

Building the Next Generation of Financial Planners

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NextGen Conference

18th October 2018
The Bridgewater Hall, Manchester

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NextGen Planners Training Programme for 2018 now live

We have extended our 2018 training programme to build on the success of the Foundation Training we ran in 2017 and following  the positive feedback from over 120 Next Generation Financial Advisers who attended.

The Foundation Training Programme is a three day course designed for newer and aspiring advisers looking to improve their communication , client acquisition and client meeting skills.

This year we have also added:

  • Non-Verbal communication skills
  • How to work with the Next Generation of clients,
  • Introduction to Cash Flow Forecasting
  • Transitioning from paraplanner to adviser

We believe that qualifications only take you so far. Our training is designed to take you to the next level.

For more information please click here

NextGen Planners are “always learning”.

Become a NextGen Planner

We now have a member community with dedicated content specifically for Next Generation Financial Planners.

Members have access to our VIP Slack Group, where we have active discussions on the daily challenges we all face.

Members also get access to :

  • Premium content
  • Virtual roundtables
  • Discounts from selected partners

 

Click here to learn more about becoming a member

 

2018 Virtual Roundtable

The 2018 Virtual Roundtable content is now live:

March: Using technology to automate low value processes in your firm

April: Looking at the different types of service models

May: Using Technology to engage with clients

June: Looking at Niche Service propositions and how you can use them in your firm

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NextGen Planner Profile – Tommy Watson

Position Financial Planner Number of years in financial planning 8 What qualifications do you have? Chartered Financial Planner (CII/PFS) BA Hons Business Finance (2.1) Durham University Enrolled for Certified Financial Planner (CISI) and hoping to complete in 2018. How did you end up in financial planning? Like most people I guess I would say I […]

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NextGen Planner Profile – Gretchen Betts

Position Financial planner, Managing Director at Magenta FP Number of years in financial planning 15 What qualifications do you have? Financial Planning Certificate Diploma in Financial Planning Certified Financial Planner BA (hons) Ceramics! Various school a levels etc How did you end up in financial planning? When I completed by Ceramics degree I decided I […]