The Adviser Lounge from NextGen Planners

💥 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 👉 tinyurl.com/ynsyswfd

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 👉 tinyurl.com/elements24

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 👉 tinyurl.com/jdt5awav

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 👉 tinyurl.com/2p9kvee

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 🥰

😮 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? 👇

No luck getting #Glastonbury tickets? Don't worry. We've got tents too ⛺️ Elements 2024 from NextGen Planners. 11th-12th July 2024. 🎟️ nextgenplanners.co.uk/conference

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 👉 tinyurl.com/bdspcd3v

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

This Friday. Something exciting is arriving in the world of financial planning. 👀💻

@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? 👇 tinyurl.com/elements24

Something exciting is coming in the world of advice tech... 17.11.23 👀

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 👇 tinyurl.com/4cbk82ck

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

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 👉 tinyurl.com/pswdyrbd

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 👉 tinyurl.com/497fv2xs

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 👉 tinyurl.com/2p9eefrj

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 👉 changefest.co.uk 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 👇 tinyurl.com/elements24