Nucleus Financial partners with NextGen Planners practice development events

Nucleus Financial partners with NextGen Planners practice development events

Edinburgh-based financial planners Nucleus Financial has partnered with financial planning community NextGen Planners to present “illuminate live reimagined”, a series of live online events held over the next four weeks.

The format of Illuminate live events has been reworked for 2020, with the events hosted in collaboration with NextGen Planners, and guest edited by NextGen co-founder and head of innovation Rohan Sivajoti. The events, usually held in different cities across the UK, have also moved to an online format in line with the current environment. 

For five years, illuminate live has provided access to a high calibre of speakers through its practice development events, enabling advisers and planners to develop their understanding on the topics most relevant to their business.

This year, illuminate live reimagined features an all adviser line-up of four speakers, including Mr Sivajoti.

The speakers and their topics are:

  • Rohan Sivajoti, NextGen Planners: From classroom to boardroom: building a sustainable financial planning business
  • Jo Little, Emery Little: Lessons from a business transformation
  • Ruth Sturkey, Paradigm Norton: Using your business as a force for good
  • Ewan Rosie, Cooper Parry Wealth: Disrupting development: shaping the next generation of planners

While the events will be held online, advisers and planners will still be able to interact with the speakers and fellow attendees, as well as take part in a live Q&A session with the speakers each week.

The event series will launch today at 1pm and will take place every Thursday at the same time over the next three weeks. The online format means the events are open to all interested advisers.

Garry Mcluckie, communications director at Nucleus, said: “We are delighted to be hosting Illuminate live, reimagined for 2020. We’re proud to have delivered five years of quality speakers through these events and this year will be no different. Rohan and NextGen Planners have done a great job at curating illuminate live this year and have put together a fantastic speaker line-up, with each speaker offering a different perspective on running and developing a great financial planning business.”

Rohan Sivajoti, co-founder and head of innovation at NextGen Planners, added: “When Nucleus approached us at NextGen Planners about curating their illuminate live series this time around, it was an instant yes. Their content has always been excellent and it’s been awesome pulling together some of the leading lights in the profession to set up real quality sessions that will deliver huge value.”

Advisers can sign up to attend the Illuminate live reimagined events by visiting the website.

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