illuminate live reimagined

    Four great

    Over four

    All delivered

    Curated by

    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.

    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.

    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.

    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!

    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.