Our Community's Journey:
The financial planning profession was missing a community of forward-thinking, innovative financial planners who shared ideas and best practice with their peers.
NextGen Planners was born.
We Launched the first ever Communication Skills Program for financial planners.
The first NextGen Planners Conference took place in Manchester with over 130 delegates.
NextGen Planners migrated off Facebook and reached over 100 members!
Our extensive CPD in a Box feature was launched, exclusive to NextGen Planners members.
We held our second annual conference with just under 200 financial services professionals in attendance.
We launched the NextGen Planners Training Contract ® and our first cohort got underway.
Our first University Bootcamp took place at Manchester Metropolitan University. Each undergraduate who attended got offered an interview from our partner employers.
We had our third annual conference with over 180 delegates.
Our community continues to grow.
The Speaker & Influencer Programme began, with our #NEXTGEN20 speakers going through a rigorous programme on public speaking.
The Future Leaders Programme launches with our first cohort of 10 financial planners who will one day be the leaders of the profession.
Our radio show The Morning Commute was launched for 3 months during lockdown to keep spirits high during Covid-19.
We hosted our 24 hour global commute and our virtual 5-day #NEXTGEN20 conference took place with 30 young speakers who had taken part in our Speaker & Influencer Programme.
We launched our first accelerator programme called Blast Off, designed for 10 financial planners and entrepreneurs who had recently launched their own firms.
Our second virtual conference, but this time with a global outlook. Over 100 speakers from four different continents over the course of 3 days.
The next phase...
We won 'Best Support Service for Advisers' at the Professional Adviser New Talent Awards 2020
We won Best Support Service for Advisers - External at the Professional Adviser Awards 2021.
We won 'Best Event' at the Investment Marketing and Innovation Awards 2021, and also our Head of Content Adam Owen won the 'Thrive' Award at The Verve Awards 2021