Thanks for taking an interest in the NextGen Planners Speaker and Influencer Programme. We wanted to share a little about how we created the programme and our experiences so far.


What is NextGen Planners?

NextGen Planners was set up to support financial planners in all stages of their career development from classroom to boardroom.

The strength of NextGen Planners is in our community of over 300 financial planners dedicated to shaping the future of financial planning through collaboration.

NextGen Planners annual conference

We’ve been running conferences and events since 2017 and our annual conference has been a huge success. However, following the 2019 conference we realised that the traditional conference format didn’t hold true to our values of providing quality, inclusive education, fostering innovation, ensuring inclusion and reducing inequality. For 2020 we needed to create something different, a conference that truly represented our community and put members of our community on the stage.

So, the Speaker and Influencer Programme was born and we signed up our first 30 volunteers to join the six month programme, culminating in speaking at our 2020 conference, #NEXTGEN20.

Speaker & Influence Programme

The programme itself is a fully virtual, fully interactive learning programme designed to take financial planners with little or no previous public speaking experience and give them the tools to deliver a kick-ass ten minute conference speech to a global audience.

Each speaker is coached by an experienced professional speaker and each cohort is brought together with a professional speaking coach who works with them to develop their authentic speaking style.

Added to this, each speaker receives coaching on choosing their topic and how to create a narrative.

  • Fully virtual
  • Fully interactive
  • Coaching from a professional speaker
  • Speak at a global conference
  • Develop your speaking
  • Much, much more…

How did #NEXTGEN20 go?

Originally, we had planned our 2020 UK conference to be held at a physical venue, but we all know that didn’t happen. True to our motto of Go Big or Go Home, we switched from a one day UK-based event to a five day virtual global extravaganza.

We decided to Go Big and Stay Home!

So, what about #NEXTGEN21?

Following the success of the first speaker and influencer programme, we are now expanding it to four countries in 2021, with 120 speakers each delivering a 10 minute presentation at a unique global virtual conference in June. The virtual conference will visit all four nations over a 36 hour period, starting in South Africa, then heading to America, followed by Australia and finishing in the UK.

During the six month programme, volunteers will receive support from a professional speaking coach, communication skills coaches and, because public speaking can be stressful, a mental health and wellbeing coach.

Participation in the programme is free and we are looking for 30 financial planners from each of the four nations who would like to develop their public speaking skills and spread a positive message about financial planning around the globe.


There is a short application process to get on to the programme so if you want to join over 100 of your peers in a global conference to celebrate and promote financial planning and learn new skills along the way all we need is for you to leave a couple of details here and we will be in touch.


Which country are you from?

Which programme are you interested in?

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Here is what delegates said after our 2019 conference

I think it’s completely fair to say that finding NextGen Planners has changed the course of my career and my life. Through this brilliant organisation I’ve not only found a new path, but made friends, been inspired and continually challenged to keep improving. If you are not a member, you should be.


NextGen Planners have become a huge part of my life. The Slack group is one of the apps I enjoy opening the most. Each day I learn something new and having an army of enthusiastic professionals to draw wisdom from is invaluable to the development of me and my business.


Absolutely great day (at the conference), so much to think about and to put into action. Great group of people, all so helpful and giving of time and effort. I have benefited so much from this group."


I would have been lost without NextGen Planners. I have learned so much from this fantastic community. It has had a hugely positive effect on my business and the quality of planning we provide our clients.”


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If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.