Untitled design (42).png
  • Our Community

  • Our Programs

    • Training Contract
    • Blast Off
    • Advice Stack
    • Future Leaders
    • Compliance Accreditation
    • Training Programme Accreditation
    • Speaker & Influencer Program
    • 60 Day CFP Challenge
  • About Us

  • Jobs Board

  • Podcasts

  • Adviser Lounge

  • Conference

  • More

    Use tab to navigate through the menu items.
    Join Us
    Member Login
    Linkedin.png

    Hundreds of global insights from innovative financial planners.

    Adviser Lounge.png

    Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.

    “Skills Pay The Bills”: Mastering The Art of First Meetings with New Clients
    • Dec 10, 2014
    • 3 min

    “Skills Pay The Bills”: Mastering The Art of First Meetings with New Clients

    • Jan 21, 2014
    • 3 min

    The Value For Clients

    • Oct 10, 2013
    • 5 min

    First Meeting Mistakes: The Round Up

    • Oct 2, 2013
    • 3 min

    Don’t Do Things By Halves

    • Sep 20, 2013
    • 3 min

    First Meeting Mistake 7: Not Asking Searching and Interesting Questions

    • Sep 12, 2013
    • 2 min

    First Meeting Mistake 6: Committing The Client To All Three Phases

    • Sep 5, 2013
    • 3 min

    First Meeting Mistake 5: Fluffing The Fee Discussion

    • Sep 2, 2013
    • 3 min

    Knowing When (& What) To Dangle

    • Aug 21, 2013
    • 3 min

    Are You A Vampire Adviser?

    • Aug 7, 2013
    • 3 min

    You Talk Too Much

    Get in Touch:

    Leave us a message and one of our team will be in touch with you shortly.

    Join our Mailing List...

    ...and receive a free 'great questions' list for financial planners, curated by our members

    mediamodifier_image (11).png

    Free!

    Sign up

    We promise to only send you things you may be interested in. You can unsubscribe at any time.

    Listen to our weekly Podcast:

    See all episodes

    contact@nextgenplanners.co.uk

    • LinkedIn
    • Instagram
    • Twitter
    • Facebook
    • YouTube
    • Spotify
    Untitled design (42).png
    Careers

    TERMS OF USE

    PRIVACY POLICY

    MEMBERS AGREEMENT

    Copyright © 2021 NextGen Planners Ltd