NextGen Planners’ Post

📅 New Financial Year, Same Ambitious Goals? It’s a new financial year, and the board has approved the new Business Plan. Exciting or daunting? 🎯 Need a hand? Whether its launching a new project, optimising existing processes, or tackling those long-term goals, we're here to help you make this year your best yet. Let's connect and turn those to-dos into dones! ✅ #NewFinancialYear #BusinessGrowth #GoalSetting #Productivity #LetsConnect

Comfort zones are meant to be left behind. 👋🏽 That’s exactly the lesson I learned as one of the speakers at the 124th National Black Business Conference in Atlanta, GA in August. Never in a million years did I think I would be speaking 🎤 on a national stage to both domestic and international business owners… …but there I was sharing the powerful message of looking beyond the immediate focus of daily money management, to transitioning to a strategic mindset of long-term financial growth and stability. The audience was amazing, and the follow-up discussions were both complimentary and enlightening! 💡 My hope is that by stepping out of my own comfort zone to bring this message to business owners, someone,…anyone, in that room will be motivated to step out of their own. 👟 If you’ve been playing small in your financial business journey long enough, it’s time to level up! Zokpia offers the financial strategy 💵 and consulting expertise to needed move your business forward and leave your comfort zone behind. #Zokpia #NoComfortZones #LevelUp #BusinessGrowthStragegy #NextPhase #FinancialLeadership #BusinessFinance #CFO #CPA

Got plans on September 16-18? Cancel 'em! And join our boss Kalli Fedusenko, Financial Advisor Marketing in Denver Colorado at Bob Veres' Insider's Forum. This conference is designed to give attendees an unfair advantage as they navigate the trends and evolutionary changes that can be either disruptions or opportunities in their business lives. Don't miss it! https://lnkd.in/gXsHrUvc #InsidersForum #FinancialAdvisors #AdvisorMarketing #DenverEvents #IndustryTrends #BusinessGrowth #KalliCollective #Conference2024 #NetworkingEvent #AdvisorSuccess

As we approach the end of conference season, it’s time to reflect: What meetings were the most productive for you and your business? With so many events on the calendar, how do you determine where to invest your time for maximum impact? My friend Johnny Sandquist at Three Crowns Copywriting and Marketing LLC is data-driven and committed to understanding what truly drives value. Why Your Voice Matters: - Gain insights into meaningful conference experiences - Where should you go next year? - Help shape future industry events - Contribute to understanding networking and business development opportunities 👉 Take the Survey: Advisor Conferences Survey: https://lnkd.in/gt8sJw6p Your input is more than data – it's a blueprint for better professional experiences. Let’s work together to make our industry conferences more impactful and efficient! #FinancialAdvisors #ConferenceOverload #IndustryInsights #ProfessionalDevelopment

Ready to tackle 2025? In this month’s newsletter, we dive into the top business challenges to watch out for, RBA rate cuts, and how to position your business for success

Ready to tackle 2025? In this month’s newsletter, we dive into the top business challenges to watch out for, RBA rate cuts, and how to position your business for success

Make 2025 your best year yet! Our blog is packed with the insights you need to take your practice to new heights. Ready to grow? Click here to subscribe 👉 https://bit.ly/3Z629h7 #FinancialAdvisorMarketing #FinancialAdvisorBlog #BusinessTips #GrowYourPractice

🚀 Business Finance Week 2024 is here!   Check out the list of events hosted by the British Business Bank, designed to help businesses unlock funding and growth opportunities. From financing tips to expert insights, there’s something for every business looking to take their next big step.   Register below 👇

🚀 Don't Miss Out on This Game-Changing Webinar! 🚀 We heard you! Due to the financial year-end rush, many requested a postponement. So here it is - rescheduled and ready to deliver unparalleled value! Join us on 23 July 2024, from 11:30 am to 1:00 pm for an insightful and transformative webinar: "Growing the Value of Your Financial Planning Business". 👥 Meet Your Hosts: 🔹 Mark Lewin - With over three decades in the financial sector, Mark's journey from London's financial markets in 1982 to selling his successful planning business in 2019 is nothing short of inspiring. Now, he's dedicated to helping you enhance your business value with effective procedures, robust compliance, and strategic outsourcing. 🔹 Tony Arena - Guest Speaker 🎯 Key Topics Covered: 1.     Building Your Information Memorandum: Discover how this vital document is a strategic tool for daily and long-term business management. 2.     Business Quality Calculator: Learn to self-assess and grow your business valuation using the BOH Business Quality Indicator. 3.     Ranking Your Clients: Leverage the BOH Client Ranking Analysis for detailed client insights that guide your business to success. 4.     Transferability: Ensure your business retains its value and operational integrity for succession or sale planning. 💡 Exclusive Opportunity: Enhance your business’s value and operational efficiency by leveraging expert insights and proven tools. ❤️ Support a Noble Cause: All webinar fees will be donated to the Cerebral Palsy Alliance. Grow your business while giving back to the community. 🔗 Secure your spot today by clicking on the link in the first comment.🌟 #FinancialPlanning #Webinar #BusinessGrowth #MarkLewin #TonyArena #CerebralPalsyAlliance #BusinessSuccess #FinancialYearEnd

Meet Jacob Weberman, one of the mastermind behind Accelerate - the conference that's rapidly becoming THE EVENT in the financial professional community. → What began as a small experiment has evolved into a must attend gathering. - Doubled in size and content - United industry leaders under one roof - Showcased cutting edge software solutions - Created a knowledge sharing powerhouse Why has Accelerate seen such explosive growth? In today's competitive landscape, staying ahead isn't optional – it's essential. Jacob's commitment to excellence shines through every aspect of the event. It's truly a labor of love, and the results speak for themselves. Everyone who was not here yet should make sure to come next year. Accelerate isn't just about keeping up - it's about thriving in this dynamic environment. Knowledge Shared = Success Multiplied To all financial professionals out there. 👉 Don't let another year pass you by 👉 Join the fastest growing event in bookkeeping and accounting 👉 Turn FOMO (Fear of Missing Out) into JOMO (Joy of Mastering Opportunities)! Huge credit to Jacob Weberman, Chaya Retek, Shaya Retek, Yoel Fried and the entire Accelerate team. Your dedication is elevating the financial industry! I truly cannot wait to see what you put together next year.