nextgen planners
Liverpool
We do things differently here ✨ Our vision is to empower the financial planning
community to turbo-charge world class, inclusive, innovative and collaborative
people and businesses 🚀 We do this by unearthing and untangling the biggest
challenges in financial planning that prevent people and businesses from being
world class. Our values are: - Quality Education 🧑🎓: Ensure inclusive and
equitable quality education and promote lifelong learning opportunities for all
financial planners. - Industry, Innovation and Infrastructure💡: Build resilient
infrastructure, promote inclusive and sustainable systemisation and foster
innovation in financial planning. - Reduced Inequalities 🤝: Reduce inequalities
within and among the financial planning profession and actively strive for
diversity and inclusion. To achieve our mission, we help financial planners with
the following: 👍 The Community: A thriving, engaged community of financial
service heroes that help each other grow and develop every day, alongside tons
of valuable content and resources. 🎓 The NextGen Planners Training Contract®:
Our award-winning training and development program helping financial planning
business owners to grow and develop their team members through exam support and
more. 🚀 Blast Off: An accelerator program that helps financial planners grow
and develop their own businesses and become successful entrepreneurs. 🙌 Future
Leaders: A coaching program that builds future leaders in financial planning
businesses and empowers them with the tools they need to lead. ⚡️ Advice Stack:
Our innovative growth platform which helps financial planning business owners to
grow and scale their businesses. Our profession can't wait for change. We
empower financial planners to be the change 🔥
