In the May edition of IFA Magazine, we talked to Adam Carolan, co-founder of NextGen Planners about the development of this exciting organisation in our ADVISER SPOTLIGHT feature. For a reminder, read it here.
NextGen Planners also produce some great podcasts, talking to influential and inspirational people who have the experience and knowledge to help fellow planners to be better at what they do.
In this podcast, Adam talks to Ruth Sturkey of The Red House about her career and how she built this strong financial planning business. It makes for excellent peer-to-peer learning.
You can listen to the podcast: here.
- Ruth’s background and how she founded The Red House
- Why she decided to setup her own firm
- The journey from employee to business owner
- How they formed a culture at The Red House including bringing on next generation talent
- What advice she would give NextGen planners today
- Learning sources that she valued
The NextGen Planners Conference
If you like the sound of what’s going on with the NextGen Planners, you might be interested in attending their very first conference which takes place on 30 November in Manchester.
The event, which will welcome around 150 delegates from a variety of backgrounds, will look at the key issues that financial planners will face over the next 10 to15 years. Already booked for the programme are some high profile speakers such as Jason Butler, Rory Percival and Mark Polson from within the profession.
You can find out more details about the conference on their website.
Tickets are currently selling fast at £175 plus VAT or £100 plus VAT if you are a NextGen Planners member.