Founder and Head of Strategy at NextGen Planners. Helping the next generation of IFAs build great businesses. Keen ๐ŸŒ๏ธโ€โ™‚๏ธ and running around after ๐Ÿ‘ถ๐Ÿ‘ง

Manchester, England
Joined October 2012
Our Conference Flash Sale ENDS TODAY. This is your final chance to get tickets at our cheapest price. Grab yours now ๐Ÿ‘‰ nextgenplanners.co.uk/conferโ€ฆ
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Oasis have an algorithim that gives you 5 seconds to answer (to weed out the googlers)
FYI if anyone needs a hand with the drummer question on the pre-sale, the answer is Alan White - Enjoy Folks ๐Ÿฅ #Oasis
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WEBINAR: A non techie intro to all things AI ๐Ÿค– Join AI expert Heather Murray for a concise, jargon-free introduction to artificial intelligence for financial planners ๐Ÿ™Œ Register for free ๐Ÿ‘‰ shorturl.at/fceCy
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GOODSTOCK SPEAKER ๐ŸŒฑ We're delighted to announce our first speaker for Goodstock next month in Edinburgh is Dominika Sieradzka-MacCuirc ๐Ÿ™Œ Domi will give a first-hand account of the day-to-day impact of climate change. FULL AGENDA ๐Ÿ‘‰ shorturl.at/xVmSK
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This will be a very triggering post for a lot of parents
This kid was a millionaire at just 6 years old. He was earning $30 Million a year by age 9, making him the highest paid YouTuber in the world. But his success came with controversy and lawsuitsโ€ฆ The crazy story of Ryan Kaji:
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This was so good to watch and his reaction was even better.
"Those are the races you want to be involved in" ๐Ÿƒโ€โ™‚๏ธ Josh Kerr on winning silver in an incredibly close 1500m final at the Paris 2024 Olympics ๐Ÿฅˆ
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NEW ๐Ÿ‘‡ AI Training for non-techies ๐Ÿ’ฅ Artificial Intelligence is going to change financial planning forever. We're here to help you ride the wave, rather than being swept away by it. Find out more ๐Ÿ‘‰ shorturl.at/U0xxb
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Why should you join us at Goodstock in Edinburgh later this year? 1. Purely Sustainable Content ๐ŸŒฑ 2. Great People ๐Ÿ‘ 3. Profits go to local impact ๐Ÿ’ฅ You don't want to miss this! Get tickets ๐Ÿ‘‰ shorturl.at/M3m5o
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Join the elite ๐Ÿš€ We're excited to announce the latest addition to NextGen Planners. Business Membership. A comprehensive suite of tools, training, and resources to propel your business to the next level ๐Ÿ’ฅ More info ๐Ÿ‘‰ shorturl.at/Rm9Lb
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That Padel conversation at the end is hilarious ๐Ÿ˜‚
๐Ÿ˜ Mainoo and Palmer having their Diary Room session together is beautiful to watch. Palmer: "I would have had Rooney on the back of my shirt." Both childhood United fans. Love their friendship, and would like to see Palmer at United someday โค๏ธ
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"As a result of those people, I am now a Chartered Financial Planner" ๐Ÿ™Œ Here's Tom from Heritage Investments with his story about the NextGen Planners Academy. Looking to go from Level 4 to 6 this year? Find out more ๐Ÿ‘‰ tinyurl.com/y69764x3
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When you look at the lineup on the Pyramid Stage this weekend and realise you don't know any of the acts?
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Quick Poll
0%Open new business account
100%Pulling your teeth out?
2 votes โ€ข Final results
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PODCAST: Investing Smarter with AI with Chris Shuba ๐ŸŽ™๏ธ In our latest episode of the TechStack ยฎ Podcast, @Adam_Nextgen chats with Chris about how Helios use AI to create customised investment portfolios ๐Ÿ’ฅ Apple ๐Ÿ‘‰ tinyurl.com/3fkdwu79 Spotify ๐Ÿ‘‰ tinyurl.com/3rct43kd
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Donโ€™t miss out on this content
๐Ÿ‘€ Tickets for #GFPC24 go live next Friday (26th April). The biggest next generation Global Financial Planning Conference returns, bigger and bolder than ever.
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๐Ÿ“ฃ Value Lesson Alert ๐Ÿ“ฃ Just jumped on Amazon to grab a book that caught my attention. Went to click "Buy Now" when I noticed the price is $704. The author is clearly confident on the value of the contents. Now, I get to decide if I agree (or not). This is where the brain calculates the probability of success relative to cost. If the (perceived) value is there, the decision is yes. If not, no. I don't have enough to decide that so now I'll check out his website, writings and appearances (so my brain can assess his credibility and likely ability to deliver value through book). If I like what I hear, I'll buy the book w/o hesitation because what I stand to gain far outweighs what I stand to lose. If I don't, I won't. This is the same process your prospects go through. Something creates curiosity (what is your curiosity creator?), you explore to assess relevance (is this relevant to me) and value (how do you package and present your value?) In short, do I think this book is likely to meet needs I'm wiling to invest in? Your job is to communicate "Yes" to that question every step of your sales/prospect process. (I'll keep you posted on the book)
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PODCAST: Digital Progress on the Provider Side with Anthony Rafferty from @Origo_Services In this conversation @Adam_Nextgen & Anthony talk all about exciting developments in the fintech space ๐Ÿ‘€ Apple ๐Ÿ‘‰ tinyurl.com/mstedbkn Spotify ๐Ÿ‘‰ tinyurl.com/5bexjebm
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This is something worth considering. It also saves your battery as well.
I completely deleted social media from my phone at the beginning of 2024. One of the best decisions I've made this year. Now I just check Twitter deliberately from my desktop, then get on with my day.
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Amazing job from Team @nextgenplannrs . ๐Ÿ‘‡
Wow ๐Ÿ˜ฎ Our members visited the platform over 300,000 times in the last 12 months, and over 39,000 times in January 2024. Collaborating, growing and learning together ๐Ÿฅฐ Join in ๐Ÿ‘‰ nextgenplanners.co.uk
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PODCAST: Predicting the Future of Financial Planning w/ Doug Fritz ๐ŸŽ™๏ธ In the latest TechStackโ„ข Podcast, @Adam_Nextgen chats with Doug Fritz from F2 Strategy about the future of financial planning technology ๐Ÿ‘€ Apple ๐Ÿ‘‰ tinyurl.com/5atj5zdt Spotify ๐Ÿ‘‰ tinyurl.com/3su9dr7v
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