Presents
illuminate live reimagined
Four great
speakers
Over four
weeks
All delivered
online
Curated by
NextGen
Over the past five years illuminate live has set the standard for providing the very best speakers, giving you access to the most relevant, engaging and actionable content.
We are delighted to bring you illuminate live reimagined for 2020, in partnership with NextGen Planners, featuring an all adviser lineup of speakers handpicked by our guest editor, Rohan Sivajoti.
NextGen have a strong belief that for financial planners to succeed in the modern era, they have to "be good or be gone". So who better to learn from than a selection of advisers at the top of their game and willing to share their experience, knowledge and expertise to help you drive your business to the next level of success.
This year illuminate live will take place online but it won't be any less lively than usual. You'll be able to interact with the speakers and your fellow attendees and Rohan will be hosting a live Q&A with his fellow speakers each week.
Week one
Thursday 24 September, 1pm - 2pm
Rohan Sivajoti
Co-founder, NextGen Planners
From classroom to boardroom: building a sustainable financial planning business
Trust is fundamental to creating a sustainable financial planning business through succession. Rohan, co-founder at NextGen Planners, draws on the experience of the membership and the collective wisdom of the board, who have overseen the business transition process in many financial planning firms, to share what successful practices are doing and how they have overcome challenges along the way.
By the end of this online session you should be able to:
Recognise the key behaviours that build high levels of trust and how these should be managed during the succession process
Describe the forces that act to undermine trust and how these can be overcome
- Understand how, through successful succession, you can add value and create a sustainable business
- Create a succession plan at all levels of your business
- Leverage classroom to boardroom progression plans to boost the value of your business
Rohan Sivajoti is a director of Postcard Planning, and has over 10 years' experience working in financial services. He is also the co-founder of NextGen Planners, a community of best practice for younger planners. NextGen Planners is all about sharing ideas, listening to people outside the advice profession as well as within it, and to other young professionals trying to carve out their own career.
Rohan is a chartered associate of the London Institute of Banking & Finance, and a qualified pension specialist. He also holds a 2:1 degree in financial services.
Week two
Thursday 1 October, 1pm - 2pm
Jo Little
Director, Emery Little
Lessons from a business transformation
Culture is often a misunderstood component of business - it is, after all, intangible. It can though, be a powerful driver for engagement and change. Jo shares her experience of taking on the challenge of leading the third generation of her family business into the future, using culture as a driver for innovation in the business and as a tool to overcome some of the challenges faced during lockdown.
By the end of this online session you should be able to:
Explain the importance and role of culture within your business
Put together a plan of how to purposefully shape culture in your business
Identify the key elements that lead to more effective teams
Apply practical tools to improve team collaboration and quality of decision making
Jo is the third generation of ‘Littles’ in Emery Little, following in her Dad and Grandad’s footsteps. Jo is a Chartered Financial Planner and became a Fellow of the Personal Finance Society at just 27. She then went on to complete the Mentorship programme with the Kinder Institute to become a Registered Life Planner (RLP). She looks to combine both her technical capability with the skills learned as a Registered Life Planner to help her clients build a life and financial plan around what matters most to them.
Jo also sits on the Board of NextGen Planners.
Week three
Thursday 8 October, 1pm - 2pm
Ruth Sturkey
Client Director, Paradigm Norton
You have a great financial planning firm, but what’s next?
Use your business as a force for good
Think of ground breaking firms like Patagonia, Innocent and Ella’s Kitchen; How can your business find purpose and have meaningful impact whilst engaging your clients and team members like never before?
Learn from Ruth how your firm can become a BCorp and be at the forefront of the financial planning profession by using your business as a force for good.
By the end of this online session you should be able to:
Describe what being a BCorp means and why you might consider this for your business
Summarise why becoming a BCorp is beneficial for your business, your team, your clients, your community and the planet
Be confident in embedding 'People Planet & Profit' thinking into everything you do while being aware of the challenges your business may face along the way to becoming a BCorp
Plan the next steps on your BCorp journey
Ruth co-founded and led The Red House, a boutique financial planning firm, which she successfully merged with Paradigm Norton in December 2017. Ruth continues to help grow the merged business to enable Paradigm Norton to be the leading purpose driven financial planning firm in the UK.
A well-known and influential member of the financial planning profession, Ruth is regularly asked to comment and speak at industry and women’s events.
Week four
Thursday 15 October, 1pm - 2pm
Ewan Rosie
Chief Operating Officer, Cooper Parry Wealth
Disrupting development:
shaping the next generation of planners
Stand out from the crowd not only for the next generation of your team but for the next generation of clients.
As a thirty something COO of one of the leading financial planning firms in the country, Ewan will discuss his personal journey through financial planning, the factors that got him where he is today and how to not only attract young talent but keep it!
By the end of this online session you should be able to:
Explain why it would be beneficial to have younger people working in your business and what their expectations are
Create a plan to attract younger people to your business
Put into practice recommendations on how to train a successful financial planner
Ewan joined Cooper Parry Wealth in 2007 as a university placement student, spending a year as an Administrator. After graduating in 2009, he joined Cooper Parry Wealth as a Paraplanner, and worked his way up to Wealth Planner,and then Head of Advice, before becoming Chief Operating Officer earlier this year.
Ewan is passionate about financial planning and helping clients achieve what is truly important to them.
He is a Certified Financial Planner (CFP) and also holds other qualifications through the CII and CFA.
How it'll work
As well as feeling inspired and ready to tackle your business challenges in creative and innovative ways, earn one hour of structured CPD for each illuminate live session you attend. Register for all four events or pick and choose to suit your diary and interests.
The events will be streamed live to our website where there'll be the opportunity to pose questions to our presenters and chat to other attendees.
Please ensure you register in advance to receive your unique link to join.
CPD certificates will be issued to all attendees post-event.
Illuminate live doesn't have any product push from Nucleus, or anybody else, and is entirely focussed on improving you and your business.
